Amarin Corp Plc (AMRN)

[couldbebetter]

TalShu, You raise many excellent questions, as always. I wonder
if Mochida's EPA product will compete with Vascepa in China or if
Mochida will pursue their drug (eventually) for CVD in China? Unless
AMRN has some plan to salvage its relationship with Mochida they
could become a problem for AMRN. Given the exclusivity that AMRN
has in Europe until 2039 it may end up that the greatest value AMRN
has as a BO candidate, is the value that Vazkepa has in Europe. My
view remains that only a Eurocentric BP is capable of optimizing sales
of Vazkepa in Europe. In other words, unless AMRN has protected
one-a-day version(s) of Vascepa, a BO deal (sooner rather than later)
makes the most sense. I used to think that AMRN would have some
sort of one a day version of Vascepa, unless they do, they need a BO.