Replies to post #338696 on Amarin Corp Plc (AMRN)

[shadolane]

Another step in socializing everything.

I wonder if/when this stops?

[postes]

You want the old days
Reinstate the draft
10 percent flat tax
Constitutional amendment to balance the budget and term limits ( not for judges)
Get rid of generics

[Meowza]

This development will do very little to alleviate our current VAX SURPLUS and do far more to discourage innovations like Vascepa and damage our foreign policy toolkit.

[xblkbk]

Hey BB,

Ironically, there is an interesting dynamic in the AMRN and PFE/MRNA situations. Namely, API !!

Manufacturing mRNA vaccines in particular isn’t just about getting access to IP

There are several bottlenecks for large scale manufacturing of mRNA vaccines in particular (LNPs and beyond).

Pfizer/BioNtech and Moderna have locked in a LOT of raw materials and supply chain to be able to deliver the 2B+ and 1B+ doses in 2021.

Separately, more routine sounding things like “fill finish” actually require a fair amount of capex investment in aseptic facilities + isolator technologies etc.
In addition, its not just that Pfizer and Moderna have locked supply chain, I understand that companies are also paying a % of sales to the supply chain partners.

As a frame of reference, notice how Curevac (3rd mRNA player) can only manufacture 300M doses this year … vs Pfizer and Moderna at 1B and higher