Amarin Corp Plc (AMRN)

[JRoon71]

TTE, I would think $1B (~$50) is the absolute minimum. This would only happen if Sarissa deemed that Vascepa is a failed experiment, and someone is going to buy them for scraps.

I don't see this scenario playing out. I believe there is much more there, and Denner knows it.

This is why I also believe that the new formulation is the future. And that Denner is setting this up as a royalty play. He loves high-revenue, low-overhead operations.

Think about it...look at where we are at with ZERO sales and marketing. He has to be licking his chops thinking about a re-launch with a new, improved formulation, and the ability to squeeze the generics out and start marketing again. But he won't do it with his own sales team. He will partner.