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Nukemtiltheyglow

01/13/19 11:39 AM

#172080 RE: north40000 #171849

North et al; been pondering over the enormity of posts about the BO scenario;

We all know Pfizer paid $90.2B for Warner-Lambert

https://en.wikipedia.org/wiki/Warner%E2%80%93Lambert

https://www.nytimes.com/2000/02/08/business/pfizer-gets-its-deal-to-buy-warner-lambert-for-90.2-billion.html

Keep in mind, Warner-Lambert was a pharmaceutical company established for many years with multiple products. Although Lipitor was it's biggest claim to fame. What Pfizer was really putting a value on was "Lipitor". Were they taking a risk, heck yeah..... but this risk paid off. so much for the power of marketing and getting all those docs to prescribe it.

As an investor I'm torn between the BO scenario and the go it alone (GIA)

Definitely the GIA gives Amarin the most value over time, however as STS66 pointed out Vascepa Patents have already lost 7 years, thanks to the FDA and that whole diaper of shitnanigans. So, Vascepa has 10 years left before the market gets flooded with Vascepa wannabe's. Time waits for no one.

I hate to admit it, but BO is our best option at the moment. I would have liked for Amarin to survive as it was a David and Goliath story. Most of the folks that have been here for a while know Vascepa is worth more than $60, $80, $120 per share, but show me the money first then we'll talk. That first offer is yet to be seen. There's not a whole lot of time and the value is diminishing.

I have to believe in John Thero and the BOD will make the best decision for the company and shareholders.

Bottom-line the drug works, there's so much to like about Vascepa, I just want the whole world to know about it. Deeper pockets need to get this moving.