Replies to post #232719 on Amarin Corp Plc (AMRN)

[Dancing in the dark]

NVS optimistically projected $59B in total sales over 20 yrs and overpaid for MDCO at $9.7B

9.7/59 = 0.1644


which value was derived from the other two variables?

[Jeffkad]

Exactly. 9.7B is 1.5x peak, and 16% of expected gross revenue. Neither number bodes well for AMRN (assuming 5-6B peak and maybe 30B-40B gross over 10 years, and that’s being generous). However, based on these MDCO metrics, if they are remotely accurate, I think NVS actually stole MDCO. Great deal at 1.5 peak and 16% gross term rev

[Chas42va]

Based on Lipitor/PFE 10 year sales were $100 billion with peak sales at $13 billion. I would say Vascepa would be at least that and probably more with additional supplementals coming for NASH. Etc