Respectfully US-partnering makes no sense.
Amarin already outstrips all the other generics in sales, so why would they offer to share because they would end up losing revenue in that kind of arrangement? The Vascepa brand is already holding its own and by lowering its price Amarin is putting the squeeze on generics. If Sunday School beer-drinking teacher is correct, Amarin may even be recapturing market share! Partner with Teva? No way!!! Never!!!
No, for a BO, Amarin must retain the US market as part of a deal: All or nothing. The more lucrative Amarin's hold on the US market the better for determining corporate valuation. By using its brand price to beat back generics is why Amarin hasn't introduced its own generic yet--why not prescribe and purchase the brand-drug if a lesser-generic costs about the same?
The last thing we want is for Amarin to get into bed with a generic company.
Finally, the reason Alex went lean in the US is obvious; that's what you do when plan to sell a company; you strip out the bacon (fat). BP already has their sales structure selling multiple CVD drugs, so they have no interest in Amarin's sales force nor is it of value to them. If you watch what Alex is doing in Europe, there too Amarin is going lean and mean because the same situation applies there too.
Why Amarin isn't sold yet is obvious. The approvals in Europe (particularly the top countries) are necessary for Alex to drive the BO price. Probably BP has already floated a BO, but at a lower than acceptable price. We need the UK, Spain, France, Italy, even Germany. Bank on Holt being laser focused now on France and Italy even Germany.
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