Amarin Corp Plc (AMRN)

[KCSVEN]

Interesting note:

"Express Scripts, for instance, requires so-called step therapy – patients must first use other therapies that have failed before the pharmacy benefits manager will approve Vascepa for treatment"

I wonder if this changes with an Anchor approval. Reduce It would obviously change that.

If they partner, they win, if GIA, it's a struggle big time, simple as that.

A BP partner will get insurance changes quicker, will have the sales force etc...Nothing more important than getting insurance to restrict Lovaza prescriptions. Now if you order Vascepa many insurance companies suggest you should look at the cheaper Lovaza, that would be more prominent if generic of Lovaza is there as even cheaper. A BP will have better access to insurance to
1)Make Lovaza and generic un-prescribe-able for Anchor
2)Make Vascepa, due to better safety profile-the preferred choice in marine

AMRN's success doing those things alone are less than if they can partner with BP.

Summer Street came out with note today, first analyst to say they thing they will not be approved for Anchor, which is based on the lack of outcome trial which is not a reason to deny anchor so seems Summer Street is on the short side.

If JZ does not partner then he is planning to hold on until Reduce IT---not sure i like that strategy.