Replies to post #26704 on Amarin Corp Plc (AMRN)

[BioChica]

Yes so let's hope the patents hold up in court!

[ziploc_1]

STANGISH: I think you are right. "IF reduce it is positive, the biggest threat is keeping the generics off the market... all the money spent on reduce it would be a waste to amarin if there are generics"_________ _________________The fact is that WITHOUT Anchor and WITH excellent REDUCE IT results, Amarin will have to take a partner in order to initiate and pursue legal battles, the purpose of which is fend off attacks from infringers. This will include generics plus those BP, who will rush to combine their products with Vascepa. I had hoped AMRN would be able to go it alone but the FDA changed all that. I don't know which galls me the most: the way they handled the SPA, the NCE, or the ADCOM.

[jessellivermore]

stan..

Couple of points...

First... generic Lovaza is not generic Vascepa..

Second...Amarin's business plans for V does not really support much of an attack by generics even if they gnaw their way through the wall. Generics do best when the drug is fairly overpriced and carries high profit margins which the brand gained using the cost of research justification. In that way generics are like Dior or Coach knock offs..

The market potentional for V if it does produce clinically relevant inflammatory reduction is so vast that Amarin can lower its profit margins to the point where going through all the hassle of developing the vast production facilities is not going to be worthwhile for the copy cats..

":>) JL