Replies to post #430706 on Amarin Corp Plc (AMRN)

[ProLiberty]

One possible reason for the recorded meeting and slide presentation is as an updated primer for a potential acquirer. In that light, the focus on patent out to 2039 as well as explosive growth in US when properly marketed, makes sense.

[rosemountbomber]

I assume you are referring to slide 11. I think that, like you say, they are trying to show the potential for Europe. Matter of fact they have a bullet point on the slide:

Key takeaway for Europe & RoW: With time to
promote and educate, providers respond
favorably to VASCEPA/VAZKEPA as a therapy that
can benefit their patients.

Of course you would think savvy investors would not be so dumb as to think those results can be duplicated in the EU wrt sales and time. No advertising in the EU so it will be a slower uptake. Not to mention of course that we can't get all the countries to reimburse yet. And ProLiberty is not wrong when he says they want to make sure everyone knows the strong uptake V had before the Generics entered.

Another slide that showed V's uptake here was slide 43. They were attempting to show two things there, first the strong uptake after R-I, and secondly that after 3 years they are about even with Generics or slightly ahead. Doubt that they will trot out that graph in another year or two since it looks like market share of US scripts will continue to erode.

[Number sleven]

TCI1, I need to listen to that segment again. My take from memory. I think they were trying to show what happens in a market after physicians are properly educated about the value of the product. They talked about the current standards of the medical community. "Lower is better" The focus has been LDL. Vazkepa is targeting a different prevention pathway. I think the point was that once the European medical community is brought up to speed, the uptake should be similar.
Sleven,