Replies to post #148337 on Amarin Corp Plc (AMRN)

[HDGabor]

s-

Do you know how additional patents for new methods ad uses would affect that agreement?

I did not see the agreement, but it is about the launch of generic V (ANDA product) and I do not think that any, new patent will effect the agreement.

TEVA's gV will get the same label that will be for V (in 2029) … the usage of both wil be identical.

contractual relationships tying up most existing EPA supply, wouldn't AMRN create a significant barrier to entry for most generic manufacturers? Or do you think that the supply will be easily expandable at that point, and generics will have the same effect on V sales as they have had on Lipitor?

2029/30 is far away … I am sure that a lot of "fish-oil" production company will restructure their operation - especially if V will be as widely used as we think - and will produce pure EPA for Pharma (for higher profit) instead of DS, food, etc. industry.

Meanwhile Amarin could keep the x % of the market the profit will be significantly less.

e.g. Currently it looks like as (per annualized patient, $):
NR: 1,500 / year
COGS: 300 / year
Gross Profit: 1,200 / year (80%)

to keep the "100"% of the market they have to reduce the price and it will looks like:
NR: 420 / year
COGS: 300 / year
Gross Profit: 120 / year (28.5%)

Best,
G