Bouf/Rose, Even if the Du verdict is reversed, Thero & team do not have
what it takes to create (excuse the word) "robust" sales in the US. Our
hope, is that BP will acquire AMRN regardless as they are the key to
making Vascepa a success. Europe is potentially more valuable than the
US because it will not have the same headwinds that exist in the US.
China, if done right, could be a very big deal for both Eddingpharm and
(I hope) their BP partner (that acquires AMRN.) If the right BP were
to be Eddingpharm's partner they may be able work with them in ways
that would be mutually beneficial and do things AMRN cannot do:
1. Trade off a BP drug that Eddingpharm could sell in China in exchange
for the BP to distribute Vascepa through their own network in areas
not covered by Eddingpharm. A win-win for both parties.
2. The BP could offer expertise in marketing Vascepa in China.
3. The BP may have political/medical connections that could be useful.
So long as Vascepa is a viable and approved CVD medication in Europe &
China it should be of interest to BP. If the Du debacle is reversed
then certainly BP would do a far better job in optimizing Vascepa usage
in the US. The fact that AMRN has not signed on any new countries means
either they are saving those for BP or they are totally incompetent.