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rosemountbomber

11/15/19 5:07 PM

#227022 RE: bubbarayjr #227013

CalMustang I believe (I could be wrong and it might have been VuBru or someone else) did a good job of elucidating the target population based on various label scenarios. I believe every scenario other than the narrowest label had far greater exposure than the 5 to 15 million that this Fool article is claiming.

Amarin will easily have a patient pool to sell to that should be greater than 15 million IMHO.
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Markipeach

11/15/19 5:19 PM

#227024 RE: bubbarayjr #227013

I can see it happening only if AMRN gets an offer they cant refuse. AMRN is holding MOST of the cards now and will have them ALL in a month
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Will Lar

11/15/19 7:06 PM

#227058 RE: bubbarayjr #227013

I agree with the theme of this article. BO (and by PFE hopefully) is what I am expecting too, at a $35-$40 tag. The enterprise value will be known after the label is announced. After that, it's just who can pull up the highest acquisition premium. PFE is up there. I don't understand why AMGN is mentioned. Does it even have a statin or CVD drug? If it just wants a CVD market entry product, then it needs to have a strong stomach for the type of premium that PFE or others are willing to offer.