Replies to post #447107 on Amarin Corp Plc (AMRN)

[marzan]

You raise a lot of concerns, but I’m genuinely trying to understand your position here. If you believe the generics will simply backfill any gap, question the legal path, doubt the formulation strategy, and don’t see Europe accelerating—then what exactly is your investment thesis for holding Amarin Corporation shares right now?

At some point it’s a simple question: if the outlook is as limited as you describe, why stay invested? Are you expecting a legal win, a strategic shift, or something else to change the trajectory? Would be helpful to hear what keeps you in rather than just what could go wrong.

[JRoon71]

RMB, IMO the new formulation will conquer these issues in a few ways...
1. Lower cost - half the API, so they can afford to keep the price lower to patients.
2. More effective - goes without saying
3. Will be for the CVD indication only
4. Amarin may launch AG when they launch the new formulation, under the MARINE indication only. And they can undercut the other generics on price, because they are not as concerned about making huge margins on that indication, thus pushing out the other generics from the market.
5. By having the new formulation for CVD indication, and an AG for the MARINE indication, there should be no "confusion" about what is being prescribed for which indication.

Obviously this is all theoretical at this point, but it's how I believe they will position themselves to regain the US market. I don't believe they are hanging their entire future on the outcome of a trial. Although a positive outcome will simply be icing on the cake (will further dissuade generics and insurers from infringing). Not to mention a potential pile of cash.