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Webster_iam

08/31/21 12:42 PM

#353004 RE: postes #352981

Postes, we hear you. We disagree. Pfizer doesn't play around, especially for "2-3 more years" and as Lizzy pointed out, they've made Vascepa their primary detail in Canada. So multibillion dollar Pfizer is putting a "rent a product" ahead of their in house drugs? Never seen that happen.

Prepare-it 2 is probably known, the Delaware case moving forward, is a 90% going to happen. So, Pfizer is in the drivers seat in the USA, at least until it goes to trial in 2 YEARS. And they're no doubt doing a risk/reward bet that Hikma settles. Teva/GSK decision makes difficult for Hikma and Reddy to have any comfort level moving forward with their blatant infringement strategies. Then there's Marjac's case, PFE might just jump all over this debacle of justice.

Believe me, if Pfizer is interested, and we know they are, they're not waiting around for Amarin to whimper through the EU/Germany like they did in the US. And I'll bet B Bro's are going to have much to say about another 2-3 year slog to get their payoff. And you know the BOD has to be like us retail slaves, ready to MOVE ON. No, we're not "frothed up" we're just tired.

My opinion and I've been wrong before.

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lizzy241

08/31/21 1:05 PM

#353013 RE: postes #352981

postes, with all due respect. The IR person from HLS offered this information to me, I didn't ask the question. He openly admitted that Pfizer approached HLS and clearly the agreement states that the reps will promote Vascepa before their other drugs they are selling. Pdude spoke with one of the reps as well and confirmed what Dave Mason told me, their goal is start in a couple wks pitching Vascepa. It's a 5 year agreement with renewal rights. Pfizer is testing the waters, since Amarin was included in the talks they're well aware of Pfizer's interest. Whatever unfolds in the future between HLS contracting with Amarin's Vascepa is something they have to work out it's a win/win for all.