Amarin Corp Plc (AMRN)

[rosemountbomber]

It has been shown that the vast majority of small bios selling to BP happens right around phase 3 results. Some before and some just after. Most small bios muck up launches, and the smart ones don’t want to take that chance if they are interested in being bought.

Now, to be fair, we can’t say that Amarin botched their launch because for the first 3 months after label expansion, scripts seemed to be rising quite well. Where they screwed up was not taking care to protect their only product and business from the DuDisaster, if they had wanted to continue GIA until they got a suitable offer.

I also wanted to add concerning the STRENGTH trial results that the article mentioned. It raised a question in my mind. If the results of STRENGTH were positive, (which of course they weren't) would that have meant that it would have made BP more interested in Amarin or less interested because it would mean a bunch more competition. Negative results - would they assume that that meant that R-I was fluke, or should they not think that it meant that V would have no competition from mixed omegas?