Amarin Corp Plc (AMRN)

[JRoon71]

Ram, in the ideal scenario (that I have cooked up in my mind), if we see some legal wins during this process - enough to make the generics nervous - we launch an AG and basically tell the generics and the PBM's that there is too much risk in them trying to sell into this market. And then we launch the new formulation as the new "branded" product, and begin marketing in the U.S. again.

Obviously, this is a longshot, and I'm making lots of assumptions. But I don't think simply launching an AG does much for us by itself.

In fact, sometimes PBM's will actually give preference to branded drugs because the "net" to them is higher than it is from selling generics (because they can get rebates back from brand drug companies in some cases). Shitty, but it's the way that world works right now.