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golf stud

02/14/23 10:44 AM

#402690 RE: ziploc_1 #402688

I believe they are trying to paint the picture that Europe/ROW is where the success of the company will be and that they are the ones we want in charge as the have the expertise.

Personally I think it makes them look like morons since we still have close to 60% of the US market and things that could be done to possibly get the US market back

rosemountbomber

02/14/23 10:55 AM

#402694 RE: ziploc_1 #402688

Anyone ask about the Healthnet settlement. That obviously must be worthless if they are giving up on the US market. Another botched court case.

dukesking

02/14/23 10:55 AM

#402695 RE: ziploc_1 #402688

Ziploc, I’ve been holding on to hope that it’s because they have a strategy for the US that’s yet to be announced. There’s no way they just walk away from the US market. If they’re in negotiations for a generic partnership that would be one reason why they’re not addressing US strategies.
The pricing negotiations with PBM’s will continue as they try to maintain scripts against generics but this strategy alone will not save AMRN market share IMO. They need a generic to compete with generics. Generics will have much more access to API in 2023 and will continue to illegally steal scripts from AMRN going forward. There must be something else they’re pursuing to maintain or grow market share in the US that they just aren’t revealing yet. I hope!