Replies to post #168972 on Amarin Corp Plc (AMRN)

[alwayswatching1]

I would prefer to see HD's revenue projections for each qtr 2019 although I believe he thinks we will be sold sooner than later. Once the mkt corrects fully and heads for higher highs I agree with him. I'm hoping by this time next yr we will all be celebrating a huge victory for our bank accounts.

[Biobillionair]

And Jefferies has placed Vascepa peak sales at what? The highest i’ve seen anyone “guess” was $2.5b.

Vascepa will be standard of care in a population of 70 million patients. Peak sales easily exceed $10b. Generic entry 2029. Evening in 2029 Generics can’t compete against Amarin COGs/supply chain. Vascepa is difficult to make without oxidation, Generics can’t complete with Amarin after 2029.

AMR 102. Vascepa and hydroxyl Lipitor... replaces statins. Drug combo is a NCE.

Other phase 3 Vascepa indications under study:
Cancer, Alzheimer’s and NASH.


There’s no way to value Vascepa except to say it’s bigger than Lipitor by at least a factor of “1”. Could be 2 or 3 if above indication pan out.

$35 PPS is ridiculously low,,,!!! It’s a very uninformed guess.

BB

[sts66]

Something is rotten in Denmark - Yee predicts net loss of -41 cents for 2018, and a worse loss of -42 cents for 2019 when all R-IT costs are gone except for paying Bhatt et al to continue to do analysis and write papers? Does that make sense to anyone? That means he thinks the new sales force isn't going to pay their way, and they'll be very expensive as well - R-IT was costing them ~ $60M/yr and that should drop by something like 75% in 2019, meaning new reps are estimated to cost them well over $150k/yr and not add a penny to revenues.