Amarin Corp Plc (AMRN)

[Larrybirdlegend]

This ruling gives JT 2 options in the US

1. Appeal, 2 years and small chance of winning. At same time set up blockade on api, make it as hard as possible for generic entry even so far as undercutting margins to make it a financial loss for generic entry. Then no dtc, sit on stockpile of cash, go full effect for combo pill, and focus fully on Europe/RoW

Or

Option 2
Slash US sales force, if V gets sold in US let generics struggle to get it to market. No advertising, no KOL$, bare bones in US. I’m an American and I hate this idea but it’s likely best way out of this mess. JT has said he is committed to maximizing shareholder value. Well, this is the best option to do that. Shutter US operations. Prop up V to Europe and RoW and a total about face. Go on the offensive and tell all BP you can have it all. Play the ultimate Trump card that BP will fight for Europe and Row and maybe that gets it to $8-$12billion

JT had leverage, had retail support. Now with that gone. I advocate offensive strategy, full blown “FOR SALE” sign.