It definitely feels like Amarin is losing the perception war with BP. I guess IE isn't viewed the same as some of the other new drugs BP is buying. Wish I was wrong.

Crazy talk, they like companies with no earnings potential, don't you know?

Marzan Monday!

I agree. If she has made up her mind we could get a quick decision this week or next. How many cases does she have in her docket now?

Clerks write opinion and Judge signs off. If Du has a strong opinion in favor of one party I believe we can have a decision late this week or sometime next. Will be interesting to see what happens.

If Judge Du has a strong opinion one way or the other we are likely to get a decision sooner than later. She may already have her decision written. Hopefully we get an early suprise.

When do Pacer docs usually become available? Thanks BB

BP must really believe the case could be lost or we would see a bid. Hope we do.

After finding of facts, next step is decision from Judge Du, correct? That is all we are waiting on now? Thanks board.

How often does AMGN issue at the shelf? Do they usually do so when getting ready to make an acquisition? I suppose we'll find out soon enough after they publicize the offering details and then follow up.

Does anybody on the board think the AMGN shelf is related to a potential AMRN acquisition? Or do they file shelfs regularly? Thanks!

Was JT at the BioNJ award? Didn't see him in the picture.

This site is a great resource for case law:


https://www.finnegan.com/en/tools/index.html?j=51411

Anything above 35 would get landslide approval today. I certainly would be happy.

I hope your correct, and I'd love to see BP agree with the confidence on this board with a 35-40 offer now.

I'm just cautioning that patent law is complex, cases can drag on during appeal, and there are sometimes surprises.

If BP is serious they can read the patents now and decide today on long term merits. Nothing changes as a result of District Court decision in my opinion. Circuit Court has the final say, and many areas of patent law can be quite subjective.

Check Terra Pharma on Twitter this weekend.

Also, anybody who thinks patent law is determined at the District Court level is misguided. If there is a dispute, Circuit Court always has the final say since most cases don't go to Supreme Court.

This is a subjective matter of law, without settlement it is certain to go on to appeal.

If the United Healthcare fear sent it tumbling maybe tomorrow we get a nice rally in BSBC news?

Markman legal blog states that obviousness claims will likely come down to expert witnesses. If that is the case I don't see how this dosen't go to appeal regardless of Du decison.

Does anyone know how hard it is in Europe for generics to overturn IP?

Excuse the typos on mobile Dad.

Why not comment on substance of thought?

Either the case is material or not. If material then Judge Du decision irrelevant. It goes to appeal. If frivolous than immaterial at District Court or appeal.

This board has been acting as though the case is material, which would imply a good chance Reddy appeal on loss.

You nailed it.

My opinion on case is that if the IP is strong it is immaterial. If truly at risk, at risk on appeal.

Current trading is indeed fear, BO Fomo, and time. Common sense analysis!

Everyone assumes the price action is linked to case. It's only a District Court case. If Amarin is sure to win than BP and industry knows it. Either Amarin is sure to win as so many have suggested and case is immaterial or the IP is at risk. If former is true, the price action is fear, not the case. Tide can change quickly if former is true.

Looks like the volume posted at 1 PM. My just be closing out of the day? It would mean more if we continue to see AH volume now.

I hope all the optimistic views are correct.

Yes, I think it very suprising they didn't go for AMRN instead.

Marzan Monday! Tomorrow!

JT told shareholders immediately about Adcom against FDA advise. He would tell us right away about 14B.

I don't see how 14B is not fair. We won't be at multiple billions until 2022 or 2023 based on projections today. 14B would be something shareholders should know about if on the table. And I do think JT is amazing CEO and serious 14B would be put to a vote. We haven't heard about it because no formal offer has been made yet. To think 14B would not be presented over potential two to three years down road is not reasonable.

Your assuming FDA will require outcome studies for others. I'm assuming they won't.

I'm bullish Amarin but strongly but not it is showtime.

I don't think FDA should have required outcome studies for Amarin. They did and it put us in a holding pattern for years. I would not assume every Company with CV indication will be required to do outcome studies just because MAmarin did years ago.

Yes! Agree!

It isn't up to JT. I'm just saying any offer at 35-45 would be approved handily by shareholders in my humble opinion. Also, technology is evolving much faster than 10, 20, 30 years ago. To assume V is best game in town in say 5 years isn't realistic. We shall see what happen, I would be happy with 35-45 having been on the train since 1 and change.

EXAS has a market cap of 13 plus billion on revenue similar to AMRN. If we are to take EXAS as the example, AMRN should be at 30 ish now.

I disagree. We are sitting at 18.50. That is reality. Also, so far projections from JT are conservative. BP wants upside as well. At 15B that would be 4 x 3.75 implied peak. Very fair considering actual projections today.

I think a deal between 35-40 would handily have wide shareholder approval. I hope it happens.

I remain in the camp that believes a deal could happen at anytime, with the more time that passes the less likely.

Without a BO what we need is to see those scripts rocket.

I remember last year, when Rosenman on ST and others here all thought BO was imminent. Chatter wasn't about having to wait for case resolution. How has the narrative changed so much since last year?

We shall see what happens.

If there is a BP that wants us, plus 30 would get the votes in favor. The fact is no BP has made a formal offer.

We shall see what happens.

Agree. One thing I find interesting is that last Q3 and Q4 I don't recall the case the being a make or break for most posters here and elsewhere. Now it has become central.

I agree. Don't understand why they are spending millions like this. The site doesn't even rank after NFC ad. Any ideas board?