Replies to post #281405 on Amarin Corp Plc (AMRN)

[couldbebetter]

sstyles, All excellent points, and very well put together.
Something that many here have been able to put together is
that those who call Vascepa or EPA "fish oil" is a slur word
of sorts, kind of like calling something "gay" or something
as being "lame" is a way of devaluing the content of that thing.
People such as Adam Feuerstein have serially called Vascepa as
being fish oil in a way that is obviously derisive.

One reason I am so adamant that AMRN be in the hands of BP is that
until that event happens, if it ever happens, Vascepa will not get
the respect it needs from the BP/Medical Establishment that it needs
to succeed as a medication. If Johnson & Johnson owned AMRN the
BP/Medical Establishment attitude toward Vascepa would change. Even
the great HDGabor has failed to understand that such a powerful force
exists. Despite what various medical associations have stated
about the benefits of Vascepa, they have failed to gain traction
the way they should have by this point in time. Many years ago
I posted here that "education is the key" for Vascepa to succeed.
So far AMRN has failed in this regard and cannot even explain it
in a way that a federal judge can understand. (Like "true to your heart" is any help.) Face it, AMRN management sucks.

[circuitcity]

Quote:
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Any BO now would be significantly discounted given the uncertainty with the appeal. Sure there are ways it could be structured to take into account the appeal with a CVR but to date there has been no BO so what does that tell you. Likely significant valuation gap between what AMRN management believes it is worth and what a willing buyer is willing to pay.
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Great summary, highlight the valuation gap here.

Add: why there was no settlement before trial, again likely significant gap between amrn and generics.

Comment: amrn and many on this board can’t go both ways, not willing to pay due to settle and insist on bo valuation.

Going forward, really partner with apotex is the way to go: if appeal loss, partnership starts immediately; if win, same partnership start 2029.

Partnership can be 50/50, amrn has patent, right if RI, api supply, potential future indication, apotex has distribution, sales.