Replies to post #405356 on Amarin Corp Plc (AMRN)

[circuitcity]

Her is a thought:

V has proved to be a statin buster. Potentially will bust a lot of other drugs. Retract current ANDA so to shut down generics.

Don’t sell V separately ever again, only sell combos, more trials could be required but BP can do them and amrn became a value asset.

[dukesking]

ggwpq, I’ve thought about that as well. You could be right but I think they still might. It doesn’t cost them much and the upside could be huge. Currently, some payers are respecting the skinny label and CVD IP. Probably because of the HN suit and settlement(great move by AMRN). If a generic could invalidate CVD patents, generics and all payers would have clear sailing. If generics can beat AMRN pricing, they’d take 80-90% of the IPE market. That’s why I believe AMRN must dominate supply to have a COGs advantage, and establish a generic of their own before this happens and before scripts erode further. Others disagree and I’m good with that. I hope I’m wrong on all of this. I do believe that KM and Denner are fully aware of this and have a plan for it. IMO