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Re: ziploc_1 post# 417687

Sunday, 11/05/2023 8:25:26 AM

Sunday, November 05, 2023 8:25:26 AM

Post# of 447408
Zip, I do agree with you about the apparent Amarin strategy to undercut the wholesale price of generic competitors in the US market. This started under prior management and continues today. At the moment this strategy is putting pressure on our margins. If we can reduce our unit cost for API, margins should improve. I also agree that generic companies won't be able to compete effectively. I have believed that this was the strategy to deal with generic competitors since the first announcement of the exclusivity contracts. I think this approach has a good chance of success. I continue to accumulate shares because of that view.
As far as the BRAVE study, I disagree with your thinking. This is not a study design that will conclude showing some sort of a trend. It will/won't show an effect on the biomarkers that indicate disease. This is not an outcome study. The patients in the study are Preclinical.
Sleven,
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