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Back2Deuce

04/02/20 10:53 PM

#260972 RE: rosemountbomber #260261

Rose - not sure I agree that losing the patent case has any direct bearing on the value outside of US. Am I missing something? In addition, if V can really get some traction once the DTC ads start up, it may spark even more interest as BP sees the cash roll in and at the same time we will be getting closer to EMA approval.

I may be too optimistic but I’ve yet to hear anyone really make an informed case against EU being at least as valuable as the US in a BO (GS says $42 for US) and even if you cut that in half it puts the value at around $21. Given that Amarin would have a full 11 years of exclusivity, I don’t think it’s that much of a stretch, but the more we can grow US sales in the interim, the greater the interest will be for EU and we’re really just getting started. The patent loss is extremely painful but Amarin still owns V and it’s an amazing drug that still has significant value outside the US.