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couldbebetter

04/17/20 11:32 AM

#267015 RE: MontanaState83 #267005

MS83, A year ago posters were worried that perhaps AMRN could not produce
enough Vascepa for the US let alone the ROW. If a BP bought us today, it
could plan to make enough Vascepa for Europe and if it lost the appeal,
assuming it gets that far, and no other solution to the generics issue
is found, it could devote all production towards Europe and the ROW.
BP might have "remedies" to the generics issue that AMRN does not have.
BP might have more chips to play with...perhaps negotiating a deal
to allow it a generic launch of some other drug(s) while they allow
BP to build up revenues to optimal levels in the US.

One could argue that if BP could build Vascepa into a much more widely
used drug than what AMRN ever could by itself, it would behoove generics
to want BP to own AMRN as it would mean a far larger market to have
once they do launch a generic. (Could all of this be a ploy to insure
that AMRN end up in BP hands...except that BP will acquire AMRN at a
fraction of its real value?) Hmm.

Exgermanowner

04/17/20 11:34 AM

#267016 RE: MontanaState83 #267005

I'll keep beating my drum. And I did craft a cordial but direct message to IR stating the same.

To partner EU in hopes of providing a life line while pursuing litigation and thinking the chances are high of an appeal is GAMBLING and AMRN is not living up to their fiduciary duties.

Partnering reduces shareholder value, the rev value to the company is chopped by 60% at least. So if we lose "AGAIN" this is done for good.

Despite all the "holes" and "procedural errors" this is not a clear win. It has less chances now than when we had "high chances" the first go around.

So write IR, express your opinion in a appropriate way.

I did put in my email to IR which they have responded with the boiler plate stuff. THAT IF JT IS THAT CONFIDENT IN A PARTNERING STRATEGY AND WINNING ON APPEAL, he better make an open market purchase to show his confidence. They're in a blackout period currently, so we'll see.