HD...
Thnx for your many informative posts.
I believe you and chica are comparing apples and... The wholesale price is what chica states, about $195/120caps. I believe what you are talking about is how much of this money ends up in Amarin's pocket...which is less than $150 dollars for 120 V 1 gm caps the company would like to see. due to higher cost of producing purified EPA in low volume demand, new production facilities not on line, plus "give away" promotions such as their co pay cards.
The company's main issues are financial. It is true their fate will depend on the REDUCE-IT results, but if that doesn't come in then all the longs are dead and the story ends. The biggest problem with the finacial picture is the Pharma loan. Basically AMRN must pay off almost $150 mil in the next 3 years. There long term debt costs are about $39 mil this year, $46 mil next year and $66 mil in 2016.
AMRN entered 2014 with $219mil in the bank..Q1 burn is $27.5 mil.
and they expect to hold rest of the year to $52mil, ie $22 mil excluding debt service. That would mean going into 2015 with about $120 mil cash left.
They need to do three things.
1)Get drug sales up. If the company can see revenues of $100/120 caps (a script) then getting to 10k scrips a week would bring in $1 million/week or 50 million in revenue/year. I believe that is very doable.
2) Cut expenses to a minimum the directors and management should be on bread and water.
3) and finally..They need to find a partner with deep pockets who understands the inflammatory aspects of CV disease. I would suggest AZN..
":>) JL
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