Replies to post #290678 on Amarin Corp Plc (AMRN)

[lizzy241]

Postes, by the time the appeal is completed and if we lose the appeal you better believe that both generics will start marketing their GV ASAP. I no longer have faith in JT and his rhetoric. Please God get me even and I'll never do it again, I promise!!

[dmlcento]

Postes, how do you know they have access to enough EPA?

[dukesking]

Postes, MY thoughts on what JT said about ‘supply is limited, it’s not easy to manufacture to FDA standards, and it’s expensive to manufacture‘. We know supply isn’t limited necessarily but what is currently being produced is limited and expensive and somewhat difficult to manufacture. How much is Hikma and Dr Reddy currently willing to purchase via contracts with producers and encapsulators without knowing the outcome of the appeal? If we win the appeal it’s a moot point and they potentially eat any contracts for IPE. If we lose the appeal, the US market will be split between at least 4 Pharma companies in a market currently worth under $750 million. Do you think Hikma or Reddy can compete with Amarin for IPE when Amarin will be buying enough to supply EU/ROW and a GV in the US? I can’t see a path for generics to succeed in either scenario in an unripened market. I think it’s all posturing. Generics just want to be ready to launch if we lose appeal but probably won’t anytime soon as it makes little sense. IMO

[Mikenac]

Okay Einstein. Finally able to post after a month of being in IHub jail. Haha