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.