The Generics move Fast! Do Something JT!!



















It's almost like none of you even know what happened. Amarin didnt lose its reduce it patents, it lost its marine patents. You know, the one that indicates high trigs. Generics cannot sell a generic that indicates cvd reduction. In fact the generics wanted to ban the reduce it study from the trial all together. The issue is now the generics can come in and sell the exact same drug and hope the docs prescribe it off label for cvd instead of amrn. The high trig market is already saturated. Also the rest of the world is still under Amarins patents so this doesnt effect any one but the US. You guys need to do more research for Pete's sake. It isnt over. Amrn does have 3 options. 1. Sell the company. And yes they can because they still have exclusivity to the rest of the world. And they also can still sell in the US just like Lipitor does after patent expiration. 2. They can appeal. 3. They can try to settle with the generics. You cant guage the severity off a stock market over reaction, you need to use that brain God gave you.


The generic will be A-B rated based on it being the identical ingredients. There will literally be no chance for Branded Vascepa to be covered unless they price it down to below the cost of the generics at WAC pricing. All insurances will force the generic substitution and the A-B rating will mean pharmacists can sub without even calling the docs if the script isn't DAW. Even worse, it's possible that it could be AA rated considering EPA is EPA and all EPA is bio equivalent.

Anyone who isn't worried right now is a downright fool. Mark my words!!! The company's stock was >25 in december and is now 4..... if it doesnt bounce back we are going to see massive changes.
 












I've been in this business a long time. I launched Pravachol, if that gives you an idea. I knew when this company came out that branded fish oil was sort of a joke. That's not to say it doesn't have benefits, I know it does, although I have not read the studies. But when it comes to the treatment of lipids, docs are going to go generic every time. Statins are the gold standard, and they are all generic. There may be some very limited exceptions to this rule for patients who can't tolerate statins, but docs better be able to prove this to insurance companies with lots of documentation. I don't know what the future holds for your company. I know the docs in my area, cardiologists and primary care alike, are going to use this only in the one-off patients who truly can't tolerate a statin.
 






The game is definitely delayed in the US but only in the US. The game is still on for the rest of the world. EU has a bigger pop then the US and china has a bigger pop then the EU. Math much?

How does that help us reps in the US you moron? Do you think they will keep us to do nothing out of the kindness of their hearts just because they’re making a few bucks in the EU? That only helps top execs at the global level.