USA market. Since I haven't posted much, maybe I'll feel better if I express something going back recent years post-Du, I still don't "get"... Why the assumption the USA market is lost? Yes, generic competition did account for a hefty loss, but to control about 60% of the market spells OPPORTUNITY. Furthermore, expanded effort means making the creative effort to make that market grow, yes generics will benefit, but so can/will Amarin. IMO, what seems to have failed was the old-style strategy to market Vascepa, and I thought Holt would bring a new strategy; to a degree he has, but it's still not tapping the thousands of potential patients who could be buying and benefiting from using Vascepa. For example, Amarin appears to be clueless about the potential of social media. I know doctors use to get free samples (Is that illegal today? I don't know, but if not, why not give a month's trial size to a thousand physicians across the USA? The other night on Shark Tank a kid was given a deal selling his bow-ties... another guy socks... there's lots of competition, but competition doesn't mean you can't be a success if you know how to market your product. For example, Amarin ignores its Vascepa capsule is the best capsule (or isn't it?). Amarin ignores publicly addressing quality issues and capsule longevity or how generic versions smell (I tested Hikma and Teva and it was true, they stunk). It seems like Amarin doesn't know how to tell its Vascepa story and continues to falter in this important area. Meanwhile, we never hear about sales goals for the USA, but it's more like 'we're just polishing up the company and need to secure at 2 or 3 (Germany, France, Italy)' to secure a BO; well, maybe that's true, but I still don't understand why there's this attitude 'the USA was lost post-Du'. No, that was never true. Yes, it would mean a potentially big hit to revenues, but even right now it appears Amarin has Hikma on the ropes in court. Do I feel better now? I don't know. Whatever!
Bullish
