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Chromosome

08/03/22 8:49 PM

#385107 RE: Number sleven #385105

N7 I happen to share your opinion (for what its worth). Generics that are cheapest to make are oral, small molecule medications that depend on a fully developed (or at least a heck of a lot more developed than AMRN) to drive a high volume, low margin business. They do this very well.

As you say V is not a typical small molecule and manufacturing know how and encapsulation process increases unit costs. Combined with a low volume split among three players I just don't see how much money they can make.

Economically, I think it would make more sense for them to strike a deal with AMRN, get out of the market until market is fully developed and then enter. I bet you the NPV of that scenario is greater than floundering with low volume. Right now it seems like the generics are more eating each others lunch now that V volume is likely stabilized. All JMO.