Replies to post #445375 on Amarin Corp Plc (AMRN)

[Whalatane]

While purity is equivalent, the primary difference is the labeling. Some generics (including those from Hikma and other suppliers) use a "skinny label". This means they are only officially FDA-approved to treat severe hypertriglyceridemia (very high triglycerides), whereas brand-name Vascepa is also approved for cardiovascular risk reduction in a broader range of patients.

My Kaiser Vascepa label only says Generic for Vascepa . And thats the rub . Force Kaiser to use only brand Vascepa for CV patients ...and PPS will be a lot higher
JMO
Kiwi

[Chromosome]

Nice to hear from you Kiwi. I do have a somewhat diversified portfolio although it’s mostly outside healthcare. AMRN is one of my biggest holdings. As far as rationale for investing, I am just going by simple math. If they say they expect positive cash flow going forward ( which I believe) and have 300 million plus in the bank, the liquidation value is higher than where we are trading and therefore it’s under-valued. Just my opinion