Amarin Corp Plc (AMRN)

[SonamKapoor]

That’s a good question Invest83838. On the one hand, as you suggest I’d say yes just for sheer size and bully potential, right?

However, AMRN has been living in Mr. Roger’s neighborhood for quite some time. That secondary over the summer, gave them needed flexibility. If I were to put it into colorful trader vernacular - they grew a pair from acorn to cantaloupe size.

GSK, AZN and BASF would know every corner and alleyway as well.

The real synergies are on the sales and back office side of things. A plant producing aspirin can’t produce V in other words. And there’s only so much annual superior croppage to concentrate and purify. What you don’t want is a situation where bidders come in from competing pharma interests who bid that crop price up...counter-intuitively, buyers make the price go up.

In the end, probably a wash on this front btw GIA or BO.

Interestingly, last week - I don’t know if anybody else caught it. But, the DOJ opened an investigation into the major salmon aquaculture players (following the EU on this) for price-fixing to US retailers. I viewed that as another little favorable for AMRN regardless of the investigation’s outcome.