Amarin Corp Plc (AMRN)

[couldbebetter]

Mr. Murphy, The sooner a BP acquires AMRN the more time they will have
to benefit from the exclusivity period thus the more money they would make.
My guess is that Mr. Mikhail is there to establish the right pricing
for Germany so that the pricing in other countries will work out and be
a solid base from which BP could negotiate pricing with additional
countries. Ideally, he is setting the price for Vazkepa in Germany
to make negotiations with other countries at prices to make it profitable,
especially for a BP that would do the detailing and distribution. The
main reason for a BP BO for Europe is that that they are in a much better
position to negotiate country by country as they have done it before
and have professional contacts. My guess is any drug launch in Europe
will be more successful if you have seasoned reps with already established
contacts detailing the drug to doctors. If BP knows how the drug will be
priced in Germany it will give them a much better handle of what sales
and profitability would be. Your post indicated that AMRN had no interest
in GIA in Europe. Maybe that would be less important if the US had not
been lost to Du. Now, Europe is critically important to AMRN as it is
the most lucrative jurisdiction with a long runway for exclusivity.
If BP takes it over they could do very well, if AMRN really does GIA
it will be another Du-saster!