Amarin Corp Plc (AMRN)

[HDGabor]

c-

I still wonder why JT chose HLS for Canada when the company has no sales force. Maybe he had a valid reason

Meanwhile we do not know the exact reason behind the choice (it could be "anything", e.g.: HLS gave the best offer … or they were the only one who accepted termination clause …) one thing is sure: Amarin had a valid reason.

I believe a company such as Roche, which is headquartered in Geneva ... Unless the people involved in the negotiations are seasoned veterans in the trade I would be reluctant to trust anyone else to do a deal.

Any partner (out-licence or BO) does not have to be European, a strong (existing) presence in the EU is enough. Furthermore, BP is not an one and only choice for partnership. EU is covered - on a reginal basis - by a lot of experienced companies, existing for partnership deals.

Vascepa will be approved by end of November (as the latest) but could be by end of August. (June 1 is a possibility also … but not likely.)
Both in partnership and BO scenario the partner should be under contract (as the latest) by end of Q2 to launch V by EOY19 / BEY20.

The March/April (Court Order) - June period will be a telling … More likely we will know by "end of June" how (GIA or BO) Amarin will go forward .

Best,
G