Amarin Corp Plc (AMRN)

[KCSVEN]

Maybe, but analysts and BP are not going to price more then 5 billion because of many, many reasons already discussed. It would be worth more faster under BP because they would lose all the sales force and admin costs Amarin has to pay so more money to bottom line, and BP already has the money to invest in supply growth. Have you run the #'s on $20 billion in supply? How many years to get there, how much monetary investment?

I get it, Statins sell well, but even Lipitor peaked at $13 billion.

I believe upside is likely around $10 billion peak sales. There is not a single analyst with more than 5 billion peak sales. So BP is not paying based on anything more than 5 billion peak sales outside of CVR's and the discussion has been about BO price and stock value the next 1-2 years.

My understanding of supply makes 3 billion tough in 2021, so 5 billion I don't see supply being available unless Amarin makes a huge investment in suppliers and soon.

Launching a large drug takes time and money, you cut down the time and you have the money with BP.

Not meeting demand in 2021 on revenue that is higher than most PEAK sales estimates today is not going to be very helpful to shorts.

Further stock price appreciation is coming the next year, GIA or BO scenario.