Amarin Corp Plc (AMRN)

[ChrisInSF]

Dan, I couldn't agree with you more. $40 is seems the best it can get in terms of cash here with no filing and a stock that traded at $12 a week ago today.

While my gut says a deal is a ways off, there's another part of me that sees PFE unwilling to watch AMRN tie up with a competitor on a Euro distribution deal.

Furthermore, PFE likely to view 400 reps as a total joke compared to their army and demonstrste how they can add value there, in marketing, as well as sourcing and distribution.

That's all secondary to the fact that that cardio is big turf for them. Lipitor, combo pill....

So I could see a scenario in which filing and European partnership discussions could warrant them making a move to tie up an asset that would be a crown jewel for them.

Oh yeah, and don't forget that they need growth. This is a perfect sized deal for them. Super meaningful to their lifecycle, pipeline & Financials without being done crazy sized deal they might struggle to digest & integrate...

Just my two cents as a finance guy















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