Amarin Corp Plc (AMRN)

[couldbebetter]

Xblkbk, I see this as a "catch-22." A BO cannot happen until AMRN proves
Vascepa is a success in Europe, Canada, China. Yet, only a BP is capable
of delivering that success. I don't know what will change this seeming
impasse. Maybe a Marjac win? Perhaps Pfizer has their own game plan
in mind (whatever that may be.) Perhaps there will be an unexpected
catalyst. Meanwhile, the exclusivity clock ticks away for Europe and
China. My hope is that KM is setting AMRN up to be able to extract the
highest takeover price possible. (Perhaps by getting country approvals
accomplished and negotiating prices to insure value for an acquirer.)
I still wonder how Vascepa will be priced in China. (Must be high enough
to insure a profit for both Edding and AMRN yet low enough so as not to
discourage sales as well be priced in a way to get China to cover some
of the cost. Pfizer sells a couple billion in Lipitor in China, working
with Edding to do a mutually beneficial deal seems like no brainer.
Yet, the share price of AMRN reflects none of this.