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Re: Will Lar post# 271148

Monday, 05/04/2020 11:48:22 AM

Monday, May 04, 2020 11:48:22 AM

Post# of 430373
W- (&hamkypamky /271169 &

I would frame the question in a different way - why is better to wait as Amarin vs. a BP?

I would fram the answer in a different way ( smile ): I do not see any advantage for any side to make a deal now.

Yes there are uncertainties. Most deals are done with uncertainties, and hence all those financial vehicles were created to hedge them

Yes … but most of the cases the uncertainty was not expected to be closed within a short period of time.

Don't be confused Vascepa with EPA. … Yes EPA will be flourishing from now on. The economic value of EPA is immense. However what Amarin can extract from that big pie is limited. … Wait, are we Amarin shareholders or EPA shareholders?

I am not sure what you would like to say with this (post #271153) but basically Vascepa = EPA or EPA = Vascepa.
-----
hamkypamky- Hardly the same … my post (the links) was not about Novo but about (see below) only

Out of five of the top-selling brand-name drugs that went generic during that period alone, three of the ANDAs relied on a carve out. The top two had annual sales of approximately $2.5 billion each.

re TI-

Tell me of a case where an old yet in date patent(s) we’re challenged and the patent holder lost. Where the new indication would represent billions and I mean billions of revenue to the patent holder.

with a note:

Please accept this as an example. (I am sure with more DD we could find the exact - referred - drugs … but does it worth an effort?)

Best,
G

Disclosure: I wrote this post myself, and it expresses my own opinions (IMHO). I am not receiving compensation for it.

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