Replies to post #250912 on Amarin Corp Plc (AMRN)

[Dancing in the dark]

i know we are not committed to the belief that the royalty is 20% of net sales ...

My opinion - posted several times - the total ex-US revenue is app. 50% of the US due to - e.g. - lower price, less buying power, etc.

50%? even when based upon 20% royalty on ex-US net sales vs. entire US net sales (i.e., no royalty-paying partnership)? you expect sales ex-US to be 5x US?

[Sluicebox]

Why do we think double digits = 20%, why not 50%

If the HLS deal is in the 20s it is the worst deal I ever heard of, with a drug that only needs selling , no trials or development to be run by HLS.

I would expect around 50% of net sales, that goes for EU as well, and with a very healthy upfront payment. If less than 50% we need big sales milestone along the way. But my money is on EU BO.

Remember they are not buying a biotech with a promising un-approved drug and a lot of trial costs and risks. They are investing in an approved drug. If their net profit (EBIT) on Vascepa sales is >= 30% its a home run for the buyer.