Jasbg- yes, that's one of the pieces I was referring to. I also heard from folks in O3 business about this, but not sure if their comments were from the same source.
The timing June 2018, is interesting here. That's ten months after the ReduceIt interim readout by the independent party which recommended continuation of the study (August 2017). The question is why 2018? JT had all the years before 2018 to get the license, but he waited for so long. My interpretation of this timing is 1) Amarin itself wasn't even sure ReduceIt would turn out well. JT is a very calculated person and good at numbers. Hence he didn't want to strike a deal with Mochida which could cost him $$ that he didn't want to spare then; 2) the interim results were likely very encouraging. Yes Amarin was supposedly blinded for it, but I am sure the management had a much better sense by just talking with the reviewing party. Hence Amarin went ahead to strike the deal with Mochida to secure its IP rights for ReduceIt. All in all, ReduceIt patents are a very different case from Marine ones. There are definitely more and stronger arguments on whether a POSA can tell.
Btw, I do find HDG's comments on Baker Bro's shares are puzzling. There seems a big discrepancy between what he claimed and what was reported on various websites re the # of shares Baker Bro's own.
News 
Market Data 
Discover 
AI
