Replies to post #444628 on Amarin Corp Plc (AMRN)

[rosemountbomber]

TSeven, I think you have encapsulated my thoughts concerning the new formulation. Without the company providing any details we are left with those thoughts.

Every other company like you say lists their drugs, although the new formulation hasn't even yet gotten a full patent so that has to come first. But you would think that talks with analysts the company would point out what they have coming down the pike.

And, if they don't need extensive trials because it is the same active ingredient (except better absorbed) then knowing insurance companies they will push the cheaper drugs to people, at least force them to at first.

No two ways around it, the company is between a rock and a hard place unless and until they can find a way to shake off the Gs.

[JRoon71]

Tseven, I agree. However, the new formulation has some built-in advantages; (1) more effective due to uptake method, (2) theoretically less expensive because they are only using half the API (2 pills vs. 4), (3) less "pill burden" (again, 2 pills vs. 4), and (4) WE COULD ACTUALLY START MARKETING AGAIN.

Yes, if we are unsuccessful in re-capturing the US market, then generics could still sell into it. But I think their impact would be greatly diminished.