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Re: Whalatane post# 379730

Wednesday, 06/08/2022 8:20:17 PM

Wednesday, June 08, 2022 8:20:17 PM

Post# of 425629
Kiwi, not to mention that KM says they will be watching the way they even spend money in the EU:

So that's just on that part. Going back to cash burn, there are specific events that can impact multiple quarters, but our key priority is cash conservation at this point in time. So, we are doing everything possible in terms of cash burn to ensure that we either hold completely some of the elements that deal with that or to lay them or sequence them, including by the way re-evaluating our European investments and the sequence of our European investments.

So, we have already said that we are very thoughtful in how we sequence investments in Europe based on pricing reimbursement. We said that we’re not going to higher significant headcount unless we are very close to pricing reimbursement. We want to reaffirm that we are going to be even more disciplined with that, but we do expect, as we disclosed before, a number of positive pricing reimbursement decisions this year, right.



I tend to agree with you that we will not see a BO in the range that some have speculated, but I would hope that it would be no less than $8, considering Sarissa's average is just under $5. To do all that work for such a small gain seems such a waste. I am wondering if even Denner, when he first put his toe into Amarin over a year ago, didn't anticipate the degradation of V's scripts here in the U.S. to the degree and speed that we have seen.
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