Replies to post #270134 on Amarin Corp Plc (AMRN)

[postes]

Will Lar....that is realistic..at 19.00 a share that is roughly 7.6B....my valuation is my feeling on stock value more or less now...not predicated on a BO....I have owned the stock solely on the potential of V with AMRN at the helm....if a BO came. A great bonus!

[amarininvestor]

A couple of comments below

1.50 in cash
10.00 for EU conservative [2.5-3B of dollars peak year on sales conservatively speaking expected in Europe with exclusivity for 13 years and you only give 4.1B value to Europe?; Using the 3-5X peaks sale rule I get 7.5-12.5B or 18-30 dollars/share for Europe alone)
2.50 for row very conservative [Very conservative is an understatement)
5.00 for US...extremely conservative
If we win appeal easily 15.00 [until we get the appeal out of the way this could have a value of nearly zero or somewhere between 10-15B if our patents are restored)
. Settlement at some point still
5-15.
19.00 bare minimum in my opinion

[dmiller]

They already pre-announced their rev's AFTER the qtr was over. ER will be a non-event.

The recent run-up of sp could just be the anticipation of a good earning report this week.

[couldbebetter]

Europe by itself should be worth at least $20 in a BO.
None of know what offers JT may have rejected in the past.
It might be as simple as him believing the company was worth
far more than what was being offered. Will JT receive a BO
offer that now would be worth considering? I hope so.

GIA is not the route AMRN should take. There is so much more BP
would be able to do not just to more broadly distribute Vascepa,
but also to control the raw material feedstock and to protect the
integrity of the IP around the world.

With the revelation that COVID-19 results in systemic inflammation
through the Endothelial cells, something which Vascepa may ameliorate,
perhaps BP will adjust their valuation of AMRN based on their
knowledge of this. As important as Vascepa may be in the CVD battle,
the sizzle to get the right BO offer may have to do with how much the
fear of COVID-19 may translate into higher sales of Vascepa and
greater compliance by those using Vascepa as a way to get an edge
if exposed to the virus.