Amarin Corp Plc (AMRN)

[HDGabor]

B-

Just take a look at the number of Lovaza scripts on Friday.

1.) The script# will be relevant by end of October (as the earliest and as it is significantly growing or not, but not about a long term)
2.) The "most" important thing (and it will "tell" everyting) will be how HCP will Tier Vascepa in 2019, what will be the result of the upcoming (ongoing?) negotiation … more likely V will get the best tier independently from FDA status (based on the result … and the details [Nov 10])

large number up front + lots of milestone payments based on subsequent Vascepa regulator approvals and sales payable to Amarin shareholders for a number of years after the sale

Meanwhile the milestone payments based on subsequent Vascepa regulator approvals makes sense it (approval) could not be a question … based on sales: not acceptable … after the BO (if any) it will depends on the new owner

So unless you have balls the size of water melons you probably will not go down that route as CEO of a BP

Do not forget: it isn't a "classic" bio Co. with product under development … result is out (details will come within a month) … CEO does not have to have big balls … it is not a rocket science.

Best,
G