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rtc110

04/03/20 3:24 PM

#261427 RE: Whalatane #261419

NVS will pay $1B for the EU mkt? I hope you meant $10B. Many value the annual sales equal to US. With 2x the population and major CV deaths in line with US percentages.
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MontanaState83

04/03/20 3:33 PM

#261438 RE: Whalatane #261419

Kiwi - $1B for EU market is only $2/share
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Pharmacydude

04/03/20 3:33 PM

#261439 RE: Whalatane #261419

Kiwi
I added some myself this morning at $4.76 with the same philosophy.
EU has about 45% of US sales annually for pharmaceuticals. ESC already has it as SOC so I suspect sales to ramp similar to the past 2 years for Amarin. 10 years exclusivity. Hard to go wrong UNLESS JT decides to GIA in EU as a way of keeping the company alive.
I have essentially written off US with at best 50% chance of eventual success (IMO).