Replies to post #404640 on Amarin Corp Plc (AMRN)

[Birdrockboy]

Zip - yep. Karim just repeated his usual, “we have stabilized in US with exclusive contracts, but have a backup plan if US erodes further.” He doesn't seem to be too worked up by the reality that AMRN has a huge revenue issue. Even after the message sent yesterday.

[couldbebetter]

Zip, Alex Denner has proved with that 80% vote that he is firmly in control.
However, it will take time to bring his 7 BOD members up to snuff. My guess
is they will carefully study Amarin's legal, financial, and business situations
before enacting any suggestions. I feel good in that now we have oversight
over management. As to any potential sale that may take time or could happen
suddenly without warning. The exclusivity period in Europe has a limited life
and BP will have to weigh time left vs waiting for better clarity. China is concerning
as that could be a massive market for someone. I doubt Eddingpharm has the
gravitas to pull it off. If AMRN were acquired by a BP that could make inroads
to sales in China either by itself or in helping Eddingpharm to build a franchise
out of Vascepa, that to me may be a great opportunity. If AMRN management
is correct about Europe being a one billion dollar market for Vascepa that
would imply a possible takeover value of around $4.5 billion or $10 a share.

[Bolio98]

I am most interested in backing the suit that Marjac filed, which corresponds with your "regaining the US market" desire.

[roadkilll]

Hikma wants to go to court to get more supply to cover the 99% of their scripts that are infringing via the abuse of a skinny label. Potential to be a windfall as the infringing sells are with intent and can be ruled to pay triple damages.

Would like to see Pfizer partner and bring their legal team to the trial.