Replies to post #296721 on Amarin Corp Plc (AMRN)

[Jasbg]

cbb@ We live by your 'glimmers' right now - the SP cant stay at this for long - or the company will be in real trouble - despite the cash at hand.
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There has to be 'changes coming' one way or the other. My suggestion would be a BO (or close partnership) - with JT remaining on as CEO for a number of years - to smooth the takeover.

A message before opening monday (or monday after) would be good :)

Jasbg

[gozips]

Thanks for the update, cbb. Regarding glimmers of hope, maybe JT will see the light.

[Will Lar]

They need to sell, period. The longer they wait, the less the value the company becomes. Branded generic is a strategy, but Amarin at its current scale can't pull it off. Whoever is advising JT on this should be fired.

If you're punched by a 800lb gorilla, the way to fight back is to bring in a 2000lb gorilla friend to punch back. A BP can play a similar "dirty" game as what Amazon did to diaper.com.

When diaper.com was hot in 2007-8, Amazon wanted to acquire it but got a no. Amazon spent over $100 millions to subsidize the diaper products on its platform to make their prices just slighter lower than those of the same products on diaper.com, and essentially diminished diaper.com's revenue to the extent that it has to sell itself to Amazon with a much lower valuation.

I believe it's possible for a BP to play a similar game by using coupon or so to lower the branded vascepa price to be on par or slight lower than generic to essentially reduce or wipe out generic's market. It will take months or one or two years to deter generics. Since BP has statin to leverage, it can leverage its existing team to promote and sell both statin and vascepa, hence the cost can be mitigated through sales increase on statin. Amarin by itself can't do it.

[amarininvestor]

I don't think those messages are inconsistent with what I reasonable strategy would be. Any big Pharma acquiring Amarin will sell Vascepa as a generic in the USA. Until such time an acquisition happens, JT needs to move as he would be a stand alone company. That means he needs to work towards credibly launching a generics effort. It is possible that we will now sometimes in Q4 that Europe is in the bag 100% Until such time, I would not expect big Pharma signing the papers. And again until papers are signed (and beyond, until regulatory approval for the deal) JZ needs to work on a stand alone company including a generic effort.