Amarin Corp Plc (AMRN)

[couldbebetter]

My concern with China: Hopefully our Chinese partner will create
monster demand for Vascepa in China. AMRN is to supply finished product
and/or raw material for its partner. AMRN does not experience in this
type of distribution or how to enforce its agreement. BP does have that
experience. As I have stated previously, a BP that can "lock-up" feed-
stock in massive quantities for years in advance of its use would have
a strong advantage over generics or infringers (be they dietary supplements
or generic fish oil.) I honestly do not believe this is something that
AMRN has either the financial resources or the management skill set for.
Sure hope a BP is licking its chops over what should be a massive market
quite literally worldwide in scope. AMRN cannot do this well, a BP
such as Roche, JNJ, or LLY could do this very well. The analysts
who cover AMRN do not have a clue...Normally I would make a smartass
comment here about JT not having a clue either but I think he gets the
ultimate size of the Market Vascepa should become...In time, peak revenues
for Vascepa could be $10-$20 billion with a big portion of that contributing a high-teens royalty to AMRN.