Replies to post #7720 on Amarin Corp Plc (AMRN)

[smarterer]

Your interpretation is not the meaning I intended. When I reread the post, I still don't interpret it in the manner you apparently do. In fact, at the time I wrote the original post, I threw TEVA in there as an example precisely because TEVA has so much experience running generics against patented drugs, and thought that background would give them interesting insights on turning the tables.

In any case, apparently we are in agreement that a company such as ELN or TEVA, which does not hold a statin patent, could potentially partner with AMRN to market--and potentially patent--Vascepa+generic statin combinations, and thereby threaten some heretofore pretty lucrative BP cash flows. Or perhaps I'm not understanding what you are stating in your posts; just trying to be clear on what I meant and am understanding.

[Rawnoc]

I completely disagree.

As noted in my original reply, AZN is the only company that could conceivably have been scared and it has taken action by buying OMTH; the other Big Pharma have already lost their statin franchises to generic competition and hence they couldn’t possibly be scared by anything AMRN is doing.

I think they are TERRIFIED at what AMRN is doing, taking advantage of the naive and stupid by selling them EPA-only fish oil in a prescription bottle. I, too, fine that near-criminal activity to be terrifying.

Not a competitive threat, but it is terrifying.

[BioChica]

I am not sure if they correlate! If anything Vascepa will replace statin therapy. Just look at the some of the latest study's. The approach taken to lower LDL, maybe wrong all together. You are really comparing apples and oranges here.

High dosage (pure EPA) Omega-3's have more value reducing CV events. Has beneficial effects on coronary plaque stabilization, independent of LDL-C levels.

In time Vascepa will be the standard of care rather than statins.