Replies to post #338718 on Amarin Corp Plc (AMRN)

[couldbebetter]

Xblkbk, Good points. Despite the excellent analogies to PFE, what AMRN
does not have is the distribution network that PFE has, or the "gravitas"
that PFE has with governments and health authorities around the world.

This is what I find so confounding about the absence of a BP BO of AMRN.
AMRN has done what a BP like PFE does which is to lock up the supply chain.
What AMRN has not done is created awareness of its drug and its benefits.

Will Mr. Mikhail change this in Europe? Will he be able to build a
successful distribution and sales network in Europe as well as succeed
in creating awareness of Vazkepa in Europe? I hope so. He has
experience in BP in Europe. Then, the question of whether or not
Edding will succeed in China where they seem to have a distribution
network in place, can Edding create awareness of Vascepa in China?

If both succeed it could create a tight market for the feedstock. The
endgame should remain as a BP BO. Too bad a BO did not happen prior
to Thero's expansion of the sales force which required the dilution.
Thero is the epitome of poor leadership and bad management. The big
question for me is was Mikhail brought in to manage Europe or to sell
the company?

[ralphey]

Pfizer has indicated there may be shortages of depoprovera as they direct resources to vaccine manufacture. Unfortunately Pharmaceutical companies may have to play the Toilet paper and 2 x 4 game . Create a perceived shortage which induces a perceived crisis which drives prices through the roof and then people and the government are happy to pay the regular asking price

[sts66]

Which is exactly why this "share the vaccine IP" stuff is going nowhere - it changes nothing - the bottleneck is still access to sufficient raw materials (our API) - allowing other countries to make mRNA vaccines will just result in more companies fighting over limited supplies and could actually cause a DECREASE in available vaccines. Plus you don't just hand over a recipe and other countries can start producing (same as DRL not being able to source API), it takes specialized facilities and specialized workers - if they don't exist now you can't build them overnight.