Amarin Corp Plc (AMRN)

[Biobillionair]

Nick-

Amarin EPS beats by $0.03, beats on revenue

At some point in the near future Goldman Sachs will initiate coverage...I expect some estimate of peak Vascepa sales. The estimate will get the PPS to a point a reasonable offer can be made to acquire Amarin. IMO the most likely suitor is NVS not PZE or JNJ; however, it could be a collaboration of Big Pharma that goes after Amarin. NVS & Amgen or MRK & PZE....or others that often collaborate together.

I suspect NVS and Amgen see the most valuation with Vascepa due to the likely Alzheimer’s indication. NVS and Amgen collaboration with BACE inhibitors ended in early July... I doubt other collaboration teams of BP see the hidden Alzheimer’s value.

BB