I communicated with someone who's identity I want to keep private.
That person has some interesting contacts and believes that AMRN
will soon be sold. That person only expects around $13 per share,
however, one source told him that $20-$25 is possible. For BP to
justify a BO at $25 it would have to expect over $2 billion per year
in peak revenues. Just 2 million patients in Europe should cover that.
Speculation seemed to be that JT may have had a deal of some kind based
on the trial outcome. With that outcome now known, if there were
2 proposals, one based on a win the other based on a loss...maybe
something will now happen. Think about it this way...if there was
a BP that was mainly interested in Vascepa for Europe and/or ROW,
now they would have the ideal setup to make a play for AMRN...without
having to pay for the US as the value is too uncertain.
Now temper what I wrote with dmiller who "knows" there will be no
takeover based on his source. Obviously, I do not know if anything is
ever certain...but a BO of AMRN would make a great deal of sense at
this juncture.