Mets - There are any number of subtle differences between V and Epanova and the RI and STRENGTH trials that will have subtle impacts. And, even if the trials were absolutely identical, results could come out significantly different due to statistical aberration, even for fairly large trials.
I didn't take a very hard look at a lot of factors, including bioavailability. I'm not too worried about it, since RI had quite good increases in plasma EPA level, and, obviously, strong cardio-protective benefit. Don't know if there's available data for Epanova's impact on plasma EPA level. That would be interesting. They're starting from a considerably lower amount of EPA. I do know that MTNB's claims of much more plasma EPA are bogus.
Even in the unlikely event Epanova came close to V performance and overcame patent issues, I don't think that would be a disaster for Amarin, anymore than Pepsi stopped Coke from having immense success. (I think JL made that analogy a while back. Epanova is really more like RC Cola or Mr Pibb. Worst case, Dr. Pepper.) Amarin has a big head start building market and tying up suppliers. I see no scenario where Amarin is not very successful.
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