Replies to post #186036 on Amarin Corp Plc (AMRN)

[Biobillionair]

KC-

M&A I disagree on the logic, unless due diligence gives high chance of issues, unlikey BP will be afraid of either of those things, no way they wait until 2021, they have a few weeks to go through due diligence on sNDA filed and then when FDA letter comes with expedited timeline we will see if Amarin is going to GIA or BO, we should have that resolved before Adcom one way or the other. If Amarin goes to Adcom without putting in place the ramp up then they are poor managers or are not GIA.

There's no way BP will offer full value while both suits are active, I agree BP isn't worried regarding either case...but no way in hell will they admit that fact to Amarin in ANY negotiations.

Amarin isn't giving away discounts due to legal issues.

Both Amarin and any suitor will NOT be on the same page until the legal air is clean; the value of Vascepa is too high IMO for a CVR to be comfortable for both parties.

If there's M&A it won't happen until after label, ITC case is over, and patent case is done... at this point Amarin will have cash to do deals ... better off growing into a BP.

Only way I see M & A is if two or more BP's share the risk and offer full price now. BP's can split Vascepa IP's and territories.

Again, full value now is >$200 PPS or cash deal of ~$75B. Peak sales as low as $8B places a lifecycle value of >$72B.

Possible peak sales could easily exceed $15B. Life cycle of >$135B is within possibilities.

BB