Biotech Values

[rfj1862]

i've had a BO before when amylin was bought out by Azn and Bmy. personally i think the odds amrn being independent by next yr are rather slim. what do you think ?

Despite all the hullabaloo around placebo, I don't think there are any other buyout opportunities out there that have been derisked to the point that Amarin has, and certainly nothing with the market potential of Vascepa.

Of course they have no pipeline and no proprietary technology so there's no value there beyond Vascepa.

I also believe that the data for Vascepa are absolutely overwhelming, especially when combined with previous trials like JELIS. It's not often that you get a drug that has apparently significant benefits without any (or very little) apparent harm that is also inexpensive and easily administered. I'm quite confident that big pharma will jump on this fairly quickly--they've taken plenty of bigger gambles with less potential for reward.