$AMRN Beat thesis weak: $AMRN and Mochida have been working on the “pill burden” issue for over a year. Mochida is reported to have made a breakthrough, which will reduce the number of capsules to be ingested daily. Patent activity also points to an EPA/atorvastatin product. The discontinuation rate will further decline as 1) physicians are educated to the outcomes, and 2) the FDA expands the label.
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