Replies to post #409522 on Amarin Corp Plc (AMRN)

[rosemountbomber]

Excellent post Retinadoc. The whole deal with Nissen et al is so egregious. It is a doctor's prerogative to have an opinion about a method of treatment (including specific drugs) and so he/she can decide to exclude it from use with any patient. But to do what Nissen - bash Vascepa - was outrageous because he presented no evidence.

I guess he has become more and more emboldened since his work on Vioxx. There, he and others actually developed the data from actual studies that showed the dangers of Vioxx that the manufacturer was hiding/minimizing/disregarding. But here he had/has no data to back up his contention. He should be entitled to his opinion and he can definitely choose to rely on that opinion with his patients, but he should not have been allowed to destroy Vascepa/Amarin.

So much of that kind of crap is floating around now. Just saying anything you want and it doesn't matter if it is true or not. And virtually no repercussions.

[Meowza]

pyrrhic

IPE isn't generics' only API.

[JRoon71]

Good post, Retinadoc.

I have thought about something along these lines in the past.

If Amarin were to make a deal with Teva, they could supply Teva with their OG Vascepa API (versus the crap that the generics are selling now). This would do several things:

1. Allow Amarin to go back to larger purchases from supplier, getting better terms.
2. Allow Amarin and Teva to market the fact that ONLY they have they "Real" API.
3. Allow Amarin to start marketing the U.S. again (and possibly Teva?).
4. Possibly...make a deal with Teva to make sure they are sticking to their MARINE indication for the time being.
5. Allows Teva to potentially undercut the other generics on price (and definitely quality), and potentially make deals with insurers.

Yes, we are essentially acquiescing to generic competition, but that horse has already left the barn. As we have said many times, better to have 60% of $2B than 100% of $400M.