Replies to post #335425 on Amarin Corp Plc (AMRN)

[swg_tdr]

Insync, excellent points "why Reddy has not launched

and Teva has indicated that they won't."

[alm2]

Insync

Absolutely spot on logic

The generic V market is dying and will soon be dead ....
Alm

[tke458]

Insync, this is one of the better posts I’ve read in awhile. Extremely logical. Amazing that it has only gotten a few responses.

Drinks are on me if you’re right (and I believe you just might be)!!

[momoney24]

I’ve had similar thoughts over the past couple months. When does Wall Street acknowledge this? Michael Yee isn’t sharp enough to see this unraveling ?

[rtc110]

Great post...

What does that mean to all open litigation. Would they be compelled to drop the suits or make a business arrangement with Amarin regarding patents? The irreparable damage is already done regarding pps and potential value for BO. It is hard to understand why they are digging in for the long road of litigation when there is very little hope of return.

[Meowza]

Agree, this is an excellent insightful thoughtful post. Subject to uncertainty with GSK/Teva Patent Breakin' 2: Appeals Boogaloo. Which reminds me...

[Babr]

Insync didn’t somebody already post that UHC doesn’t cover Vascepa for any indication including reduce it population as of May first? Or was that incorrect information. I know I’ve had great difficulty writing for vascepa because I’m not the right specialty for (UHC formulary) . I got one of my patients covered with an endocrine guy on board ,whom i had to educate as a pulmonary Doc with the right PA go figure . The whole process was a pain in the ass and I I’m not going to do it anymore, but that’s another story. So United Health care still covers under the appropriate specialty with the PA for reduce it population?

[Burn Sanderson]

Excellent post. Does anyone know why this (insurers dropping gV) isn’t being discussed in the media or being mentioned by a single analyst?

[studythosestocks]

Well thought out. A loss for us in the infringement case and with SC would certainly alter the logic applied with gV but a win in either should prove your words prophetic. GV still would have the supply restrictions even at that. Right now too risky for insurance companies to take a chance and not profitable for any generics to launch. Even if we win one or the other, we may not see V used in the Marine indication in most of the insurance formularies in the months/years to come as preferred as you mentioned. GL and fenofibrates much cheaper and the insurance companies are figuring out ways to save a buck at the expense of the patient. Thanks for sharing.