InvestorsHub Logo
icon url

couldbebetter

01/24/17 1:19 PM

#98695 RE: golf stud #98694

For many of the indications that EPA may be good for does not mean that AMRN will be able to profit from them in a timely manner. Patents may expire, competition may come in, management might not use its resources wisely. I do think that EPA, if used for most any condition along with conventional treatment, would reduce expensive to treat complications. Someday, someone will do a cost benefit analysis and conclude that if Vascepa is used for almost any procedure requiring a hospital stay or visit, that complications and time spent in the hospital would go down. Remember that management will persue acquisitions to diversify their income stream should they go it alone. This will cause dilution which is why I think the upside is limited on a go it alone strategy. Bottom line is if BP sees the same potential that I see with EPA they will buy it. If not management will go it alone which will be costly in terms of dilution. Do a net present value calculation from a $100 discounted at 10% for a period of 10 years and see what price that would put you at today. Somewhere between a 5-10 times the recent price. Which would you rather have? $23 today for AMRN or $100 in 10 years.
icon url

sts66

01/24/17 2:32 PM

#98701 RE: golf stud #98694

How many multi-billion dollar single drug biotechs exist (ones with an approved drug and no pipeline), regardless of how many indications the drug may have? I can't think of a single one - because they get snapped up by BP before they get too big to acquire. Of course that does not prevent AMRN from being a 5-10 bagger from here, should be easy assuming R-IT is the success we think it will be, but at some point they *are* going to get bought out, unless R-IT fails.