Replies to post #261042 on Amarin Corp Plc (AMRN)

[Megc]

Thank you for posting!

[moonotaur]

Scripts...lets not forget how important these are. Even if we lose the US exclusivity, this US trajectory will be used as an input in any EU valuation. They also pay the bills for the next 12 months as we wait for the appeal decision.

With everything on lock down last week, these aren’t that bad. Thanks for posting!

[Hondo1021]

Thanks for posting the scripts. We will get through this. Or we won't. AMRN has cash, an FDA approved life saving drug and has previously navigated through tough waters. No amount of hand wringing will help. These scripts and their associated revenue will ratchet the share price back up.

[goamrn]

Anyone know the current cost (total and not after insurance/discount) of g-L vs V? I expect g-V will be more expensive than g-L because V is more than L.

Here are some I grabbed from internet and maybe outdated,

Average Cash Price
V: $311 (per 120 capsules)
L: $229 (per 120 capsules)
g-L: $203 (per 120 capsules)
g-V: $203 (per 120 capsules, lowest expected price?)

We know the margin of V is roughly 75% (cost about $77), so if g-V can be priced at the same level of g-L, V need to cut 33% to compete and that end with margin of 62%, which is not bad at all!

I still don't see at all how and why generics can ever launch. They may only hurt AMRN but without gain anything for themselves. This is like the Russia/Saudi oil war where Russia cannot win even though Saudi won't feel good.