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rosemountbomber

05/08/22 4:13 PM

#377044 RE: HDGabor #377043

Thanks HD. This is disappointing:

" (i) they spent more in 2021 than in 2020 "
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oneragman

05/08/22 6:09 PM

#377048 RE: HDGabor #377043

HDG, first it's good to have your perspective back. I have been harping on the inventory since the q4 report. The problem as I see it is if they are not buying all the inventory from the suppliers, does that leave the suppliers open to selling to the generics? It does seem that generics have been able to ramp up supply faster than expected. Is it because AMRN has left supply available for the generics and if that is the case, does what happened in the first quarter accelerate that outcome? AMRN lowers their purchases of API allowing generics to gain supply. Of course this could have the effect where wholesalers decrease available supply of V further because they know supply of gV is going to be even higher. A vicious cycle that quickly eliminates the US market as a source of funds for expansion. I feel AMRN has been way to slow addressing this issue. This is my concern...thoughts?
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Bolio98

05/08/22 10:11 PM

#377078 RE: HDGabor #377043

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Bolio98

05/08/22 10:11 PM

#377079 RE: HDGabor #377043

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Bolio98

05/08/22 10:11 PM

#377080 RE: HDGabor #377043

Thanks HDG for the perspective.