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.
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.