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BioChica

11/23/15 6:17 PM

#65405 RE: Mogwai #65402

Well know crap if it is stopped at interim that is a huge deal!



?????

As far as valuing AMRN, ignoring REDUCE-IT and just looking at current revenues and the balance sheet, $350m is way more than anyone would pay for it. So a small piece of REDUCE-IT success IS being priced in already. The market is just discounting it a lot because there are more urgent things that need to be tended to first (financing).



You have no clue!!!
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Biobillionair

11/23/15 6:20 PM

#65407 RE: Mogwai #65402

Mog,
Kowa currently has a deal with Amarin to co-promote drug. No doubt Kowa will get first right of refusal with BO...the picture for REDUCE-IT is starting to shape up. Ezetimibe has set the bar to add on reduction to satin at 7%, it's a fair assumption Amarin can show Kowa models that match Ezetimibe.

The rumor was likely based from financing discussions and this led to the information given to this board today. It may or may not happen with Kowa...but discussions surrounding a BO have started.

Anyone looking to BO Amarin will do so before REDUCE-IT interim...otherwise you risk losing the deal to exuberant competition.

BB
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HDGabor

11/23/15 6:22 PM

#65408 RE: Mogwai #65402

M-

"IF" is always the huge word in all your claims.

Yes, since meanwhile I have expectations / projections I do not know the future. Do you know?

Private company buyouts should not be compared to public company buyouts. Trying to compare the two is not a worthwhile exercise and provides nothing.

Are you saying that the valuation (method) by the buyer is different in case of public and in case of private Co.? ... LOL

the market gets to put up what it thinks the value of AMRN is, ie the share price and market cap. And it has spoken. For a long time.

As far as valuing AMRN, ignoring REDUCE-IT and just looking at current revenues and the balance sheet

Who cares the market? The Co won't be BO'd by the market. BO was not about past or present ever. It is about the future always.

Best,
G