Amarin Corp Plc (AMRN)

[couldbebetter]

ChrisInSF, I agree with you and Dan. I believe that the best
deal we will get may be $30-$40. What gives me pause that I might
be wrong are comments from HDGabor who believes a 3 digit price is
possible. My hope is that the Pfizer rumour will result in potential
bidders getting into the door, now, rather than waiting. HDGabor has
been consistent in his view that a deal (or whatever outcome) will
most likely be known in the 1st quarter.

Over time as the market(s) for Vascepa expands both in the US and in
foreign countries, the price of Vascepa should decline. For example,
once approved in Canada, the government there will negotiate a lower
price. The same for other countries where the government picks up
the tab. In China, it was suggested in an analyst opinion, that the
retail price might have to go to $1.00 per day to be viable. Not
suggesting that will be the case, but discounting will happen and
any BP making its own internal projections is aware of that. When
I run through the numbers in my own model I do not think BP will
give AMRN the huge valuation that many here expect.

As I go over the lists of potential buyers, and it is fun to speculate,
I think it will be a company with a strong cardiovascular sales/rep
force.