RAF: FEEL FREE TO STICKY, IF NOT THATS FINE TOO: I'm highly confident that Amarin is behind Afimmune. I'm not going to eat up my post count on this subject further. As I explained yesterday, one need only look at the tea leaves to come to this conclusion.
- I've worked with companies with shared financial interests between them. One company had evolved into a substantial Sales and Marketing Engine. A number of executives moved on to launch another subsidiary while maintaining shared financial interests. In other words, the larger entity would continue to benefit from the success of the sister company and offer support and resources to the sister company for that contractual relationship.
- Another thing that often happens is the sharing of the "same IT and web design people," which obviously offers major cost savings and shouldn't be discounted, as IT is a huge expense for any company.
** Look at the Copyright registration dates of both sites: "2020" upon close examination of both sites, one can easily determine that both sites were designed by the "same" website developer. Notice how and where light blue is used, graphic choices, and the placement of page breaks, background color, and fonts.
- On the last CC, JT mentioned that Amarin was working on additional patents. I would welcome someone to pull that from the transcript.
- What’s the strategy here? As I mentioned in my earlier email, we know Amarin has major contracts in place with IP suppliers. I recall at least one invested “millions” to build an additional plant to prepare to meet Amarin’s near and long term inventory demands. However, since Amarin has had to face a number of setbacks, the IP supplier couldn’t be pleased with the way things are going. Now imagine if Amarin’s suppliers got wind that Amarin was working on bringing a synthetic EPA to the market at some point in the future. The supplier that built additional capacity would fail to realize a return on that capital expenditure.
- It’s inconceivable to think with Amarin/JT sharing ties with Dr. Bhatt, Dr. Manku, John Climax, and possibly others, are developing diverging not converging interests. Many have opined that a BP wouldn’t offer a premium BO for a one-drug company with 9 or fewer years on the clock. DS Biopharma had a prior history as being a chemical engineering focused discovery company. Not a Drug Sales and Distribution Company. Perhaps there are other pragmatic reasons we don’t know to off-load R&D in this manner, tax implications, and others we can only guess at this point.
- Today’s PPS is based on WS’s perception of Amarin’s prospects for winning the appeal. HOWEVER, WS is UNAWARE of Amarin’s secret weapon under development, which will be Amarin’s trump card to attract a huge TRIPLE DIGIT BO in the very near or not so distant future. Moreover, If this synthetic development is 100% true, then our original hypothesis, that Amarin can not achieve full peak Vascepa sales early enough in its life cycle, becomes, IMO moot, as Amarin will have a future drug that doesn’t require sourcing from fish and much cheaper to mass-produce. Of course, assuming it’s a better alternative. The patent clock becomes a non-issue.
- Finally, if there's any doubt, one could look no further than Amarin's mutually beneficial relationship with Mochida. Is there some rule that Amarin must be in bed with Mochida only? I would expect the opposite. Afimmune's geographic location provides a more diverse talent pool to recruit from. For those who keep bashing JT, I can’t think of a better masterstroke of genius.
ILT
