GSK would buy AMRN. Using Vascepa to replace Lovaza. No reasons that GSK continue to sell Lovaza. They would swith all Lovaza to Vascepa;
AZN has to think about AMRN again. Epanova they bought becomes worthless.
How do ya spin this news negative for AMRN. its like saying the trees don;t need sunlight and then somebody selling stock in the trees! Its bad for GSK and Lovaza.! Its a deficient compound to vascepa to begin with!
I think the issue here is that it will affect script numbers for Vascepa. Docs may equate Lovaza to Vascepa - the "fish oil is fish oil" argument. And now that there will be a low cost generic in the same market... It dilutes the already small market share Vascepa holds. Now... if anchor indication is approved, all bets are off - and we're back in business