Yes it has a lot to do with the valuation because it impacts sales.
the case of Amarin vs a typical Pharma is similar to that of a coop apartment vs a condo. In NYC, a condo can fetch 50% higher price than a coop with the same condition. Big deal! If a buyer is to value BO offer for Amarin vs a NewCo owning both whatever rights Amarin owns for Vascepa AND its supply chain, then the NewCo can fetch a whole lot more price per share than Amarin.