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IgnoranceIsBliss

11/18/19 8:49 AM

#227662 RE: sharinky #227658

The second they announce that some BP is buying AMRN, all of this stuff is going to stop -- just vanish like a fart in the wind.

No scrutiny of trial results, no talk about mineral oil, no questions about uptake, no skepticism about foreign demand, no worry about the patents, nothing.

The people who are "worried" about all this stuff are the people who either want to snuff this out or steal it.

IgnoranceIsBliss

11/18/19 8:55 AM

#227665 RE: sharinky #227658

I think $10 billion is super realistic, frankly.

That's doable with existing API availability, but I think SK would tell you that that will create significant price pressure.

But whatever. With our cost/benefit profile, there is room for that.

sts66

11/18/19 2:48 PM

#227880 RE: sharinky #227658

From AMRN's FAQ - it's not the amount of fish in the sea that might limit API supply, it's the regulated fisheries used to get the oil - I assume many DS fish oil suppliers would sell to AMRN API suppliers if the price was right, but I have no idea how many tons of fish oil goes into making DS that could be rerouted to make V:

the fish oil used to make Vascepa is derived from small wild pelagic fish (e.g., sardines and anchovies) the supply of which is tightly regulated by a number of governing bodies focused on ensuring sustainability of fish supply