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couldbebetter

11/15/19 8:20 PM

#227074 RE: Will Lar #227072

Will Lar, Actually Adam Feuerstein (BOO!- Hiss!) suggested in an article
last year that Amgen consider acquiring AMRN. The reasoning being that
Amgen already is paying for a Cardiovascular Drug sales force, so why
put the sales reps to good use selling Vascepa. The price of Repatha
has already been cut substantially and now The Medicines Company has
a competing drug that will only have to injected twice a year instead
of twice a month. So Amgen would do quite well in acquiring AMRN as
it would be an excellent medication for them to sell in both the US
and in Europe. My own view is that a Mega-BP such as JNJ, NVS, Roche,
or MRK may be better contenders...but some smaller BP may be more
desperate for a Mega-Blockbuster product such as Vascepa. There
are many BP...but only one AMRN.

(Then again maybe a consortium of BP will end up owning AMRN.)
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sts66

11/16/19 1:11 PM

#227253 RE: Will Lar #227072

All statins are generic except for Livalo, sold by Kowa, so no BP is in the statin biz anymore - the only real limit to which BPs may not be in the running to BO AMRN are those who don't sell drugs in the CVD space and therefore lack an established sales force with established doctor/clinic relationships. Kowa is based in Japan, so I wouldn't even consider them even if they could afford AMRN.