Amarin Corp Plc (AMRN)

[Birdbrain Ideas]

It might be more complex than any of us understand. For instance, JT used to make it sound like Amarin helped its suppliers develop Vascepa manufacturing capabilities and that it took years to get it right. When generics entered the picture, he spoke confidently that generics would initially have trouble with supply because they had not been working with companies for the last 15 years to develop manufacturing capabilities. So I don't think this is an instance in which the suppliers and Amarin are detached. Amarin also signed agreements in which it expected to have market exclusivity and has had those painful $10 million hit to earnings some quarters because they can't buy as much product as they had promised. And, I imagine, these suppliers are making Vascepa with the special patented coating that enables them to stay fresh for three years. So perhaps they can't just reconfigure all their machines to produce the inferior product that generics order.