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Number sleven

03/25/21 8:38 PM

#331383 RE: rosemountbomber #331381

Rose, Keep in mind that two of the three companies that have approved ANDA's have not come to market. Why not?
Sleven,

Bouf

03/25/21 8:41 PM

#331384 RE: rosemountbomber #331381

R—

The point is that focus on the legal front is great, but it only matters to shareholders if legal success translates into sales, as sales are the key to share price. Those with an interest in truth and justice I appreciate, but as an investor I really only care about share price.

B

couldbebetter

03/25/21 9:05 PM

#331387 RE: rosemountbomber #331381

Bouf/Rose, Even if the Du verdict is reversed, Thero & team do not have
what it takes to create (excuse the word) "robust" sales in the US. Our
hope, is that BP will acquire AMRN regardless as they are the key to
making Vascepa a success. Europe is potentially more valuable than the
US because it will not have the same headwinds that exist in the US.
China, if done right, could be a very big deal for both Eddingpharm and
(I hope) their BP partner (that acquires AMRN.) If the right BP were
to be Eddingpharm's partner they may be able work with them in ways
that would be mutually beneficial and do things AMRN cannot do:
1. Trade off a BP drug that Eddingpharm could sell in China in exchange
for the BP to distribute Vascepa through their own network in areas
not covered by Eddingpharm. A win-win for both parties.
2. The BP could offer expertise in marketing Vascepa in China.
3. The BP may have political/medical connections that could be useful.

So long as Vascepa is a viable and approved CVD medication in Europe &
China it should be of interest to BP. If the Du debacle is reversed
then certainly BP would do a far better job in optimizing Vascepa usage
in the US. The fact that AMRN has not signed on any new countries means
either they are saving those for BP or they are totally incompetent.

Whalatane

03/25/21 9:10 PM

#331388 RE: rosemountbomber #331381

Rose It’s who controls the API ( raw material for Vascepa )
So far Amarin has done a great job of tying up the API in anticipation of a EU launch and entry ( via their partner ) into China .

At least in opinion of Pdude on Twitter

Hikma is supplied by a Co in Taiwan with limited capacity
Dr Reddy is also constrained re API supply

Kiwi