Replies to post #417756 on Amarin Corp Plc (AMRN)

[JRoon71]

Zip, I agree. I don't think Amarin ever sells V under the BRAVE indication (or whatever it results in). That will fall to a BP to navigate. The issue I see is that the response from FDA, and the public optics will come into play for a potential BP. If BP's don't feel they can adequately capitalize on the BRAVE study (ie. they feel generics will steal the business, or docs and the public won't buy in), then there may be little demand from buyers.

I am 100% certain that the prior management (the team in place when R-It was approved) knew they would eventually sell. But they also thought they would keep the IP and this would be a blockbuster. Clearly we are very, very far from that.

And if BRAVE is successful, but we are forced to do another study, then the generic market (and lots of new entrants in the O3 market) will capitalize on the success of BRAVE.

We just need to hope that doesn't happen if BRAVE is successful.

[noelan_s09]

Hi Zip,

I agree completely. If the Brave study shows positive results, it won’t really matter if the fda requires further tests (Other than BO price). BP will be licking their chops to get CVD AND AD indications. AD is very limited on affordable safe drug options. Not to mention the size of the indications for both CVD and AD. IMO there is no concern that a positive Brave study will result in the beginning of the end of AMRN, I just hope it is successful.

Noel