Jasbg, this is the million dollar question. Could Amarin, as you suggested, recapture the U.S. market with an AG?
Two lingering questions:
1. If the only issue is cost, then why would Amarin not just drop the price of branded Vascepa to undercut the generics?, and
2. If the issue is that insurers (and the industry trend in general) want generics simply because they are "generics", then why hasn't Amarin launched yet?
I don't know the answer to these. I suspect that Amarin has been hoping that there would be some litigation to get them out of their hole in the U.S. So they have resisted. At this point, with the only apparent litigation still in limbo (we don't even know if we are going back to court yet, and if we DO, it will be a multi-year court battle), it appears that they are becoming more serious about the AG. But that still remains to be seen.
One thing that has occurred to me is that Amarin may just be bluffing about their intentions with an AG, possibly as an attempt to get the generics to cave somehow, and agree to certain concessions. But I may also be over-thinking this (more than likely).
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