Replies to post #277386 on Amarin Corp Plc (AMRN)

[HinduKush]

Hope this sheds light on teh situation:
https://www.smartkarma.com/insights/nippon-suisan-1332-stalled-epa-sales-to-amarin

But Amarin Has Enough EPA Supply for at Least Two Years: However, Amarin says that it has enough EPA from existing suppliers for Vascepa sales worth $1 billion. 2018 revenues at Amarin are expected to be $222m and the consensus for 2019 sales is $418m, albeit this might be too conservative, given the enthusiastic response by doctors at the AHA conference.
Fixed Costs & Low Factory Utilization May Weigh on Nissui's EPA Operations: Nevertheless, if one assumes that it will take at least until 2020 for Amarin to reach $1bn in Vascepa sales--the company simply doesn't have a big enough sales force yet--Nissui could see fixed costs from its new EPA plant and low capacity utilization weigh on profits. Essentially, Nissui can't begin shipping its EPA until Amarin's Vascepa sales have surpassed $1bn, which may take time given Amarin's limited sales force.
Existing EPA Suppliers for Amarin Take Priority: At the AHA conference, Amarin's CEO John Thero said that his company would stick with existing suppliers for the meantime, as they have "worked hard" to build up capacity ahead of the favorable "Reduce-It" trial results announced. This is more evidence that Nissui will only begin a supply agreement after Amarin has used up its $1bn worth of EPA supply in its current supply base.

[MontanaState83]

HDG - pardon my ignorance, but what does IIRC stand for?