Amarin Corp Plc (AMRN)

[KCSVEN]

Rumors get around so not impossible to hear a rumor, true or not, who knows.

Regardless, All the numbers line up with logic and line up with my own modeling. Even $30 billion make sense for Amarin to throw out there.

Unlikely BP would go above $20 billion, the modeling puts that at the peak price once generics suit resolved and expanded label happen. Amarin runs the same models.

This part is interesting
"They must get a buyer to see sales of 5 billion in 4 years."

About the same timing I have thought for 5 billion but I think that will happen without a buyer. If they can't get 5 billion in 4 years without a buyer management failed. I do see why she would say that, though. Just think she's not taking into account the uniqueness of the situation.


With drug prices on the political agenda, any changes there could hurt or harm Amarin, Vascepa is relatively low price but any large government policy to lower drug prices will likely lower price for Vascepa as well. But will also make Amarin attractive in a price control environment because it is a low price and high volume drug. This was listed in the recent filing as a risk to the stock and probably one of the more realistic risks but also a risk the makes a BO more likely if it was to happen. Though at a lower price.