Replies to post #214365 on Amarin Corp Plc (AMRN)

[IgnoranceIsBliss]

Here's the numbers again, Bongo Bongo Heads...

800,000 metric tons of global fish oil supply (800,000,000 kg)

13% of that is EPA

You can maybe (MAYBE) corner 10% of the global supply.

You need 4g x 365 to supply a patient for a year (1.46kg)

800,000,000 x 13% x 10% = 10,400,000 kg

10,400,000 / 1.46 = 7.123 million patients (about $10bn or so in revs)

MAYBE you can stretch that with heightened supply and greater market share capture to 10 million patients. MAYBE.

[Leonard McKinley]

I am confident that the management of Amarin is well aware of the limited supply of anchovies or other fish that can supply EPA. As you probably know, these fish do not produce EPA, they ingest it from smaller feedstock. This primary feedstock can likely be farmed, or EPA will likely be synthetically produced to meet demand. That will take some time, but I am confident that Amarin is working on this supply problem diligently.

[Cupo]

I hope enough fish is the problem we end up facing!!!??

[Chemist2]

Non fish sources are coming on-line!
Example; https://aquaculturemag.com/2019/07/15/a-unique-facility-in-nebraska-begins-production-of-omega-3-fatty-acids-for-sustainable-salmon-farming/