Amarin Corp Plc (AMRN)

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Hi North,
I don't see Vascepa as a NASH play. Maybe there is something there but that's not what I was trying to say about GILD.

GILD has a Cardio drug Ranexa. It did about $750 Mil last year in the US. It has a sales team and that team likely has key relationships.

Ranexa is due to go generic over the next year and that revenue is in jeopardy for GILD.

That's the holistic fit.

GILD has a host of problems across the board and is losing revenue at a rate of 15% YOY and that's likely to grow BUT, they are sitting on $29 Billion in cash.

They must go shopping for growth. Their back is to the wall. That's why I said they could easily be a potential player in AMRN's future. But that's just my guess.