Replies to post #382110 on Amarin Corp Plc (AMRN)

[HDGabor]

m-

Do you think it's likely that KM can increase the 45% exclusive market with those discounted deals he's negotiated.

IIRC they expect to reach 50+% ... maybe it could go up to 55-60%.

Do you think that's a good strategy numbers-wise?

As we say: It is better to get fillérs (vents) often than forints (dollars) seldom ... (a bird in the hand is better than two in the bush)

I definitely agree with this strategy:
(i) they stabilized the script# in this segment (meanwhile 15-20% decline in the other)
(ii) still a good 70-75% gross profit
(iii) maybe it could lead to the decision by the generics that they are not interested in gV anymore (I mean the 40-45% of a not too big market - due to early entry - will not be attractive enough for them.)

Best,
G