Amarin Corp Plc (AMRN)

[xblkbk]

slev,

IMHO supply chain lockups have been the key to keeping us with static USA revs verse the generic onslaught. Former management’s key contribution?

But I think our potential suitor may view, as negotiating leverage, exclusively, as their biggest source of peak revs (value). Especially in EU and future RoW (China already partnered, therefore only royalty).

If there is truly a robust worldwide market, then supply is king!! Our biggest leverage.

However, if I was the Buyer, I would say to AMRN, look at USA, sales have basically flatlined (Covid access to doctors? AMRN refrain), so how big in reality is Europe if you hit peak so quickly, “your exclusivity argument doesn’t hold water and exclusivity is burning away anyway”.

I’m no Marjac, or attorney, just trying to play out potential negotiations in my mind. So with pps in the gutter, no near term “unknown” catalyst (we all know China next month), AMRN won’t get the price they want. So therefore, my spring opinion answer, that started this conversation.

Best,
xBLKBK