Amarin Corp Plc (AMRN)

[Will Lar]

I do know the gross margin for Claritin. It costs 3 cents to make a pill and it was sold around $1.50 per pill when it’s branded. I bet Lipitor is similar. Small molecule drug’s GM is unbeatable.

One thing I don’t see people talk about is the opportunity cost. Even a $15B price tag is a significant investment for any BP. The management team needs to think whether we put this money in AMRN or another company with a best-in class drug or first-in class drug of a different market so we can own that market. $15B can get you many options, good options too.