Replies to post #295568 on Amarin Corp Plc (AMRN)

[zmanindc]

The sale of the company is the one and only strategy they should pursue. With only one drug this is not a company that can build out an internal pipeline nor have they proven expertise with sales and marketing. They partner the drug in territories not controlled by BP, then file for V approval in territories with value to BP, wait for EU approval, China and Nash results then hire a firm to sell the company. Should be done by December/January with a price between $15 to $20. That is a value of $6 to $8 billion and I would think ROW sales should generate 3 billion a year at peak.

[Whalatane]

Amarins EPA supply contracts .

Is a deal possible with Apotex to supply them similar to a deal I believe GSK ? or Pronova ? did years ago when they lost the patent for Lovaza .

Going from memory but will chk later
Kiwi

[johnchief1]

Along your line of thinking, but this is out of the box we've been in. Get a company like Wallgreens to see the strategic alliance of buying AMRN. The marketing/branding synergies would be there. You wouldn't need a salesforce. They'd have a wonder product for their target market. It would increase foot traffic into their stores. Clearly, Vascepa is differentiated from other Omega 3's .


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[ziploc_1]

alm..."Find further ways to litigate - to protect patents - delay delay"

I agree to a point...but I still do think Amarin has a chance for a reversal of judge Du's erroneous decision...by an appeal to the full CAFC or alternatively to the S.C(otherwise the weighing of negative vs. positive S.C. becomes the law of the land)...The panel has done us a favor with its early affirmation...i.e. by expediting Amarin's next move...We may be in the ninth inning but the game is not over yet till the last out.

[Whalatane]

alm an earlier post to Rose

Whalatane Thursday, 06/18/20 09:54:57 PM
Re: rosemountbomber post# 281322 0
Post # of 295635
Rose. Actually that’s interesting in that Pronova agreed to supply Apotex with at least the API for Lovaza / Omacor.

You have to wonder if a similar deal was made recently with Apotex .... re recent settlement

If AMRN loses the appeal .... Dr Reddy / Hikma can launch . They will / may have 6 mths exclusivity before Apotex could launch ( defer to HDG for details ) ....SO ... AMRN has the established API supply ( highly refined EPA supply ) .... would interesting if they had worked a deal with Apotex re a generic Vascepa .... if it came to that .

Kiwi

[urbandk24]

. . . they will conserve cash . . .

Possible dilution coming?