Replies to post #241083 on Amarin Corp Plc (AMRN)

[Biobillionair]

Mo-

current sales estimates for the particular drug in 2020

No the estimate is “IQVIA US MAT October 2019”; it’s greater than Amarins Vascepa with CV labeling for 2020.

BB

[CalMustang]

I disagree.

Recall that Hikma is arguing that their Rx would last for 12 weeks or less, after which the patient would be off of it. You don't get a $750MM market with a hypertriglyceridemia population of 4 million people that are only going to take your drug for 2-3 months. Especially when most analysts are considering the R-IT market to be "only" around $2-4B in the US.

[JJPow]

Nope, that is nonsense- to have a presentation that explicitly mentions a gross sales number for a drug that you are saying you will be making a generic version of flatly and very obviously shows intent- big mistake by Reddy.

[Jasbg]

But Hikma make it look as if Vascepa is part of their pipeline - with market size in $ million.

Is that legal (even they put 'Active litigation' text) ?

Look at page 10 of PDF presentation:

https://www.hikma.com/media/2272/2019-interim-presentation-final.pdf