Amarin Corp Plc (AMRN)

[Pyrrhonian]

There are lots of good buyout candidates. But given that GSK and AZN are already set up in the fish oil biz (esp GSK), I’d say they’re the front runners.

One nitpick:

50% by using a statin and Vascepa in combination, as compared to
25% by using statins alone, or as compared to
40% by using statins with PCSK9 inhibitors

25% RRR on top of an already 25% RRR is not 50% RRR, it’s 43.75%. Just like if two therapies in tandem reduced RR by 50% you can’t just add both and say it reduces risk by 100%. You multiply 50 * .50 and get 25% residual risk, therefore the RRR in that hypothetical would be 75%.

Any thoughts on the upcoming secondary and what it will be priced at? I’m thinking $10-$11.