I did (thank you for that report) and that is where I read only Hikma and Reddy ordered from ccsb, not teva or apotex, which is very interesting to me. Remember hdg posted some verbiage on the settlement between teva and amrn - teva will pay amrn royalty for geneics, something like that?
My speculation if I may is that teva and amrn has a agreement regarding the epa supply, or let us say they had an agreement on post patent expiration, but now the patent is invalid and entry is dramatically brought forward, so should amrn and teva go ahead and execute the agreement? My guess again, JT is saying, hold on for now, let me see if I can still fence off genrics for sometime. By hikma exclusivity expired, which is April, (Eu approval should be in hands) it is the time they have to decide on the previous agreement. Guess, we will either bo or team up with teva by then. This theory can explain why amrn keep marketing as well. You can call a 3D chess game JT is playing.
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