Replies to post #327676 on Amarin Corp Plc (AMRN)

[Whalatane]

Assuming this is a question to the entire board
If AMRN prevails against Hikma / HealthNet in the infringement case, I expect the PPS to rally and Dr Reddy to rethink entering the market .
Kiwi

[studythosestocks]

Perhaps I am not clear on what you are asking?
If Amarin wins every argument then they win the lawsuit.
If they win the lawsuit then Hikma not any of the generics can sell their product outside of the high trigs >500 indication
This means we lose only 10% or less of the US market
This increases scripts, lower tiers since there is no generic equivalent.
This increases revenue increasing analyst forecasts and increasing share price.
As a side note, the odds are greatly against us winning the lawsuit but the odds were greatly against us winning the 1st Amendment lawsuit as well. JMO

[oneragman]

HG, I would expect some kind of deal. Maybe Hikma leaves/limits selling into the market with early entry in the RI indication. Is Hikma making a lot of money? Do they have bigger fish to fry? If they are limited on volume, how does that change their cost/benefit analysis for the long term? Also, you could be dealing with a jury trial and that is a wildcard I don't think Hikma would want to face... all imo.
I could be wrong, but I expect the legal arguments to start swinging back towards patent holders. The recent GSK/Teva as well as current SC case heard yesterday, United States v. Arthrex Inc., could very well put patentholder rights to the forefront of the ever changing law.