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Re: ggwpq post# 182213

Thursday, 03/21/2019 12:04:22 AM

Thursday, March 21, 2019 12:04:22 AM

Post# of 426470
GG - I read that post, it was awesome. It gives an interesting perspective. But because it was their timeline, it doesn't mean that ours will be anything similar. Nonetheless, it's still nice to read. A couple of things:

Yee - that's Thero is being Thero. I'm 100% certain that if Pfizer calls, the phone will be answered.

The original offer by Roche to buy Spark at PPS $70 was NOT a result of the PPS being ~$40 during that time frame and Roche adding 75% premium. That offer (PPS $70 or the dollar amount in the billions ($70 × outstanding shares)) was based on Roche's valuation of Spark (future cash flow); not based on PPS that day.

Imagine if the PPS dropped from $40 to $30 on no news, do you think that the initial offer would also drop? Of course not, the valuation does not change because the PPS changes.

HD gave a great example:

H.C. Wainwright has $51 price target on Amarin shares … since Nov 12, 2018 … the pps was between $12.44 - 23.25 … but (their calculated) future cash-flow was the same during this period.

Update on Yee: I read CBB's post and that's not what Yee said. If he said that interest in Amarin by BP has been tabled, that's clearly BS because he would never know that.
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