InvestorsHub Logo

Lrich

09/08/20 1:40 PM

#297428 RE: vtem01 #297423

I think the full steam ahead approach for now makes sense. Immediately closing shop IMO cuts down on the buyout value. I remain committed to the fact that a buyout is the best option here, because the board is clearly incapable of running the company.

Closing up shop ahead of a buyout means that the market is much smaller. Full steam ahead into a buyout, where a BP can actually use some muscle to win, or somewhat win against generics and take over European marketing (GIA in EU will be an expensive disaster) is the logical choice to maximize Vascepa sales. Only once the generics truly come on line (instead of just threatening), go generic, compete on price, cut, or minimize the ads.

This could be a year or two down the line though, despite all the promises, I haven't seen the generics exactly rushing to push out a pill.

Jasbg

09/08/20 1:47 PM

#297429 RE: vtem01 #297423

vtem@ The REALLY big question - that has NEWER been answered from JT and Amarin: Are they (have they ever been) Looking for BO/Close partner ship with one of the BP companies.

Most people on this board would like to see that happen, and assuming they are considering BO/Partner - books are (if not everything) - then surely very important.

And books from week to week in the 'short lane' will be better looking - keeping up full marketing power (inkl the full 800 salesforce) in US.

So also from a strategy of negotiating BO/Partner US sales strategy is the right policy this moment.

Jasbg