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.
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).