Replies to post #232826 on Amarin Corp Plc (AMRN)

[HDGabor]

f-

So adding the "low" and "high" perhaps it's realistic?

I do not have an opinion … as I do not have an PT (re pps) and any projection for revenue (since too many unknown parameters currently). I leave it to AMRN and the buyer to determine the fair value.

re. 232090

JT has stated many times that Vascepa will be a volume drug, not a price drug...so perhaps the EU price relative to US will be discounted less than “normal “

My view / interpretation of JT’s word means that Amarin / Vascepa will grow primary due to increased usage and not because of significantly increased price. It is not about the current (correct) level of pricing. IIRC he said also that V priced as Lovaza was in its prime time.

I know it is a little bit applr to orange but>
Meanwhile GSK sold Lovaza in the US (TG > 500 only) and Puerto Rico only, Pronova had / has partners in 54 other countries. The yearly, total revenue of Lovaza / Omacor / etc. (all are the same drug) was app. $1.5 bn / year, as 900-1,000 M by GSK and 500-600 M by the rest of the world. Please note: Lovaza was recommended (till last / this year) for "CV indication" in the EU.

I think - in case of settlement (patent case) we will see in the very near future what is the case / value.

Best,
G