Zip - I'm looking at the big picture, retrospectively and forward looking. I had the science right, but the market wrong. The cardiology community has been a surprising disappointment. Imo, it's a reflection of how physicians are schooled and trained that makes selling Vascepa an uphill battle. I read some new research on the effects of a form of Nitric Oxide that lowers LDL. There was more complexity in two paragraphs than you would find reading an entire paper on the effects of EPA. In a bizarre way, perhaps doctors expect complexity to reflect their sense of self importance and wanting to prescribe solutions that match. Prescribing something from fish oil could be seen as low browed, something a naturopathic doc would recommend, but not Mr. Cardiologist. If I had known these dynamics back in 2016, I wouldn't have seen it the way JL kept insisting the opportunity to be, "a volume drug worthy of $100 BO at minimum."
Losing the patents certainly devastated the PPS. Either way, $26 is a homerun for this kind of drug.
BP is flush with cash. This is the time to snatch sexy big ticket cutting edge treatments, which are niche perhaps, but immensely profitable.
I'm just trying to wrap my arm around a reason to get us to $20, and I don't see it through GIA. If Amrn can show a path to regain U.S. exclusivity, and knock out ROW approvals, maybe Amrn could find a suitor willing to add Vascepa as a bolt-on product, along with other cardiovascular treatments, if they're looking to grow their Cardiology business, and they should, given the explosion of CVD in the last two years.
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