JT ruled out any partnering for the US at the JPMorgan conference.
Basically he is saying that AMRN will keep all Vascepa sales in the
US for itself, or, that the only way for any other company to have
a piece of Vascepa in the US would be to acquire the entire company.
Assuming JT has already had discussions with interested BP, the message
should be crystal clear as to what JT means and who is intended
audience is. If his statement was for BP he is telling them that if
they had any hopes of partnering with AMRN for US Vascepa revenues,
forget about it! If you wanted to acquire AMRN to be able to sell
Vascepa, then that door is still open.
I can't imagine JT wanting to do a distribution deal for Europe,
or any BP wanting to pay a royalty to AMRN on what should be a
mega-blockbuster medication there.
Last week both Pfizer and Amgen had disappointing earnings and
guidance due to lower than expected sales. For either company
Vascepa would be a long term cure. Both companies are interested
in "bolt-on" acquisitions, and that is what AMRN would be. My
gut feel is that the Europe based BP are the ones that are the
contenders for AMRN. The sooner AMRN is acquired the loonger
time the acquirer has to reap the benefits.
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