Implausibly,
everyones...
I understand your desire to make some fast easy money with GILD buying Amarin. IMO you will be waiting a very long time. The company is not GILD's to buy, it is Amarin's to sell, and I do not see them selling. Amarin is not some cash starved biotech entering P3 that has to spread her legs for the first BP to offer her chump change. The people who run Amarin understand she is a rare jewel with a potential that argues against selling.
GILD is a research outfit at heart that made its bones on antisense research. AMRN is going to be a combination drug/beverage company whose revenues will be tied to the number of pills it sells on a daily basis to customers it keeps for life. Very likely it will also benefit from long term licensing agreements and eventually will get into the production of EPA. Buffet has historically ignored biotechs, but Amarin could become a company he covets..as it meets all his criteria..he might eventually end up
owning the company in the future.
IMO generics should not be a major concern for Amarin. Amarin will understand the EPA market is potentially so huge that there will be little reason for large profit margins. Cutting margins down is the garlic that holds off the generic vampires..
":>) JL
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