Amarin Corp Plc (AMRN)

[sts66]

You can't include China in your ROW value estimate, can't count Canada or the Middle East either - AMRN as partners there, and probably get at most 15%-20% royalties on net sales. So if part of your $4B/yr prediction includes Chinese (gross?) sales, you're way too high. And regardless of what JT thinks, we have to assume that EU pricing will be some fraction of US pricing because no drug sells for the US price in the EU, more like 50%, so conservatively you have to cut EU sales in half too.