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ziploc_1

03/24/19 12:21 PM

#182932 RE: Jeffkad #182907



Jeff...My previous thinking was that an acceptable BO price for Amarin would be put forward by BP ONLY if...
1. there were an explosion in scripts and revenues after the AHA on 11/10/19... OR
2. an approval by the FDA of expanded indications for Vascepa...in anticipation of a subsequent explosion of scripts and revenues.

Now I think that the only offer that would make sense for both Amarin and BP would be an offer including cash(or stock) TOGETHER WITH a CVR... based on FDA approval and certain revenue goals within a specified amount of time from approval.

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Markipeach

03/24/19 12:44 PM

#182936 RE: Jeffkad #182907

Jeff— you nailed it. AMRN is a one trick pony with no real sales force or marketing dept to compete with BP. MY friend MNBIOMIKE likened it to me riding Secretariat. Guess what- I’d finish last with the greatest horse of all time. I want V to be huge-how will it get there?
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jessellivermore

03/24/19 1:40 PM

#182945 RE: Jeffkad #182907

Jeffkad...

Everyone is entitled to his opinion...We will find out how it plays out...

":>) JL

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ilovetech

03/24/19 2:47 PM

#182961 RE: Jeffkad #182907

Jeffkad, the FDA:

- Knew the strength of the data leading into Reduce-it.

- The trial was guided by the FDA.

- The FDA certainly knows how robust the trial results are.

- 35% of the population at high risk for CVD already take some form of OTC fish oil. The FDA recently took a strong stance against DS products with the understanding, that such products, while perceived to be natural, will do more harm than good.

- Vascepa is in a class by itself in being natural, highest in purity, relatively inexpensive, and safe.

- I believe the board will be pleasantly surprised, as to how quickly things move once the sNDA is submitted.

ILT
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biowreck

03/24/19 6:36 PM

#182983 RE: Jeffkad #182907

Jeffkad, V will sell itself...according to JL as quoted in some of his posts. He also believes drug reps are a waste of time. So if everyone can wait 2-3 years , we will be amply rewarded. Many of us choose to disagree, and like your post, feel that V will see significant growth in the hands of a larger and greater pharma! As the old saying goes...show me the money!