Replies to post #117026 on Amarin Corp Plc (AMRN)

[rafunrafun]

Disagree on all fronts.

If ITC does not investigate, we will be in the same situation before the Complaint was fired.

Scripts- seems like we will beat the estimates.

[noelan_s09]

More FUD? Your point that retail scripts have flattened over the last couple of months is true...but if you look at overall scripts, retail+int. they continue to maintain the normal growth. Check out SFishfry’s charts on ST. I’m sure you have already have but forgot or failed to mention that part. It doesn’t fit your agenda.

[ziploc_1]

KIWI:........"My own view is that Amarin will be like a "dead man walking ", if the ITC does not proceed"


The monthly and quarterly scripts are IMO of minimal importance between now and the report on R-IT.......and the ITC decision is of moderate but not crucial significance.
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"So if the ITC does not block Dietary supplement versions of Vascepa and R-IT comes in around 12-15% RRR ( my guess ) ...don't expect low co pays from Insurance Co's."


My guess is an RRR of over 30%.......
IMO the main threat to AMARIN investors is that they sell too early, before the denouement with R-IT. I find the differing opinions on this board helpful in staying the course.........I have made many mistakes in my investing career, but the biggest ones were in being shaken out too early and not staying the course.

[sts66]

If the ITC/FDA do not block DS versions of Vascepa ...they are de facto accepting them

And FDA will have an untenable situation on their hands, especially after a successful R-IT....cannot have a DS chemically identical to an Rx drug on the market, would put FDA into a position it from which they could not possibly defend themselves.