Replies to post #384747 on Amarin Corp Plc (AMRN)

[ziploc_1]

HDG...I agree that, barring an unlikely turn of events...due to exclusivity being lost...success with Vascepa is now dependent on volume.

Success for Amarin means additional indications for Vascepa through investments in patient studies, approvals by regulatory agencies and direct to consumer marketing....These projects require financial assets, which Amarin does not presently have...and is unlikely to have in the near future..Thus the need for Amarin to be sold to a BP.

If not for Amarin's failure to defend its high triglyceride patents, Amarin might have been able to do it alone with its CVD patents in tact, but...due to massive 'skinny label' infringement, those prospects have now evaporated.

[ilovetech]

HDG - My remark on infringement was flippant than anything else. The skinny label obviously didn't serve it's original intention imo. I don't know if there's another case like Amarin's, where a small indication expanded to "nclude" a broader disease population? It's interesting to note, that Du was fully aware by her own admission, that any scripts written outside of the four walls of the skinny label "would be infringement on Reduce-it." We'll never know, if she was ignorant of the unintended consequences of her decision, or she did know, but didn't care?

In any case, Study made good points on where the value restoration should come from. I agree, $10 is doable, and with time, $20.

ILT