qq; I didn't see your post until now. I agree. I think Novartis will be the front runner here. They must have liked the deal Denner put together for the Medco sale. I think Vascepa is a superior product in all respects over Inclirsiran. Heck, Vascepa alone is a drug for Statin intolerant folks, besides Vascepa is also a drug for Type 2 Diabetics as less we forget it helps to normalize Glycemic levels as I recall? And don't forget about the BRAVE study coming out next year. This will put Vascepa on a different level than we realize.
gg. Doubt NVS would move on AMRN until Denner secures German reimbursement . NVS's PSCK9 ( Inclisiran / Leqvio ) is still way over priced ...roughly $6,500 a yr for 2 doses , and the Orion Outcome data is not due until 2026 .......which by the way is around the time we might see P3 data from Merck's oral PSCK9
IMHO the BP's ...NVS being the most likely one interested due to their existing EU marketing infrastructure ...are going to want Denner to do all the hard work ( remaining EU approvals ) first .