Replies to post #353886 on Amarin Corp Plc (AMRN)

[postes]

Is it going to be easier or harder to get EU dr’s to prescribe V and keep their patients taking V consistently compared to the USA?

[couldbebetter]

CaptBeer, With at least 10 years and zero competition, this should be a
slam dunk! If the product is properly marketed, by the time the exclusivity period ends, there should be a brand new product that
could be the one a day version. Perhaps new indications will be
established that could extend the exclusivity period even longer.

My number one question (obviously coming from me) is how could any
BP not want to own this for Europe and the ROW? Imagine is a BP
owned this and used this logic to get governments to reimburse it:

"If Vazkepa is priced to make it more affordable to all who would
benefit...it would negate the need for unproven, probably rancid,
and perhaps even harmful fish oil supplements. By eliminating the
overpriced supplements and covering the cost of an affordable,
effective, and safe medication...There is a net benefit to society."

Of course, one could also mention that eating too much fish may be
unhealthy as they contain contaminants such as PCP's and Mercury.
The key here is that Vazkepa provides excellent proven health benefits
and negates the need for unproven and even harmful alternatives.
For the right BP this should be a no-brainer.

[Whalatane]

It’s $8 a day for a preventative drug ( ie not treating something like acute pain )
Until Govt co pays kick in …. at least a yr from now in Germany FM … many with look for lower cost dietary supplement high EPA alternatives
JMO
Kiwi

[DAR53]

I agree Capt Beer. The one question I have is what percentage of the market do we think we can achieve? I mean, 20% of your numbers at your stated pricing yields ~$21B anual revenue.
I continue to be an optimist while many on the board seemingly are content with a $15 SP BO. I don't get it. I'm holding long and appreciate all the efforts you and others do to provide factual information.

[sts66]

Fenofibrates aren't prescribed in the EU, or do you mean insurers won't attempt to switch a patient from V to a fibrate? Per Germany pricing of $240/mo - haven't read the board much lately - has AMRN actually announced pricing but not PR'd it? Is that $240 WAC or retail, meaning are you saying AMRN is going to net $100/mo more for V in the EU than in the US? Very hard to believe that if that's what you mean, unless the cost of coupons is included in the US WAC - I'm pretty sure it's accounted for under SG&A, not in WAC, but could be wrong.