Amarin Corp Plc (AMRN)

[Tatsumaki]

Edding committed to deal before newer Chinese regulatory environment eroded value? Still not sure there is a CVRR competitor and hence still seeking NRDL.

The Chinese version of the Orange Book and the recent 6/3 updates are new. Prior to that, if memory serves, the protection of overseas drugs in China were basically non existent. I posted them a few years ago... something like 18 months max. So saying these changes "eroded value", well, there was no or minimal exclusivity in Vascepa's case to begin with. For new drugs that aren't 40 years old before going to China, it's a regulatory improvement if China actually defends the exclusivity and uses their patent linking.

Nevermind the fact that Edding fumbled around for years in the agreement before actually doing anything...