Replies to post #297419 on Amarin Corp Plc (AMRN)

[vtem01]

Jasbg,

It was the ambition that rapidly expanding marketing is the scary part, because of the setbacks because of the heavy spending without a well defined strategy to move on; did mgmt says something to that effect? NO. Now the more scary part is digging a bigger hole in the balance sheet where it just got repaired.

My thinking is that IF mgmt is thoughtful enough to tell the investment world that Amarin is still a very good investment with an enormously great drug for a lot of benefit to great health.

[couldbebetter]

jasbg, A battle it is. One would hope this is fought on several "fronts."

1. Legal...Do whatever it takes to keep generics off the market.
(Maybe some unconventional warfare strategy here?) If it were up
to me I'd sue whoever would launch on patent infringement grounds
whether it was a solid case or not...including appeals. When the
"System" is unfair, that is the time to play unfair.

2. Pricing, if need be cut prices on an authorized generic just so
generics will not stay in business for long. (Of course, this game
is best played by a BP acquirer of AMRN that would use their financial
clout to lock up feed stock, in part to be a low cost provider of
Vascepa in Europe and other protected territories, and if needed
to undercut generics in pricing.

3. Political...Get the FDA on AMRN's side. Go to the medical authorities
to figure out a reasonable solution. For example: Offer a pricing
agreement for Medicare/Medicaid to circumvent generics (if such a
thing is even feasible) In other words management must be creative
in finding solutions.

[sts66]

It's a fact that we'll never be worth what we once assumed possible, for me $40-$50/shr - even if we eventually prove generics are infringing on R-IT it will take several years at a minimum to get a court to agree with it - those lost years of US sales cannot be recovered.