Boards
News
Market Data
Markets
Discover
Discover
AI Subscribe Login/Register account icon
S&P 500
7,408.50
(
-1.24%
)
US TECH 100
28,244.40
(
-1.90%
)
Dow Jones
49,526.17
(
-1.07%
)
Brent Oil
106.70
(
0.00%
)
Bitcoin
78,148.42
(
0.00%
)
News Focus
News Focus
Post# of 257580
Next 10
Public Reply Private Reply New Post
Keep Last Read
Replies (1) Keep Next 10 Report Keyboard Shortcuts
Replies (1) Next 10 Prev Next

zipjet

Send PM Follow Ignore
Followers 36
Posts 2637
Boards Moderated 0
Alias Born 10/06/2003

zipjet

Re: DewDiligence post# 227873

Sunday, 12/22/2019 8:25:46 AM

Sunday, December 22, 2019 8:25:46 AM

Post# of 257580
>>Wouldn’t the limited availability of Vascepa API substantially impede competition, at least in the short run?

Sure.

But then when we do a valuation, the DCF plummets as COGS% rises steeply over time.

$AMRN is not cheap at $7.5B. What is it worth without patent protection?

>>...wouldn’t it take an extended time for a free-for-all market to ensue?

Yes, it will take some time. Not sure how long. How many competitors does it take to approach pure competition when the only differentiator is price?

It is astonishing what foolish things one can temporarily believe if one thinks too long alone ... where it is often impossible to bring one's ideas to a conclusive test either formal or experimental. J.M. Keynes

Public Reply Private Reply New Post
Keep Last Read
Replies (1) Keep Last Read Next 10 Report Keyboard Shortcuts
Replies (1) Next 10 Prev Next

Discover What Traders Are Watching

Explore small cap ideas before they hit the headlines.

Join Today