Lizzy,
MoChida of course.
It is a plus for every party.
NSleven’s post a few minutes ago confirms the relationship with regard to MND-2119; and his earlier post #413815 confirms one a day 4gr pill exists and works.
While the Amarin-Mochida in-licensing agreement regarding collaboration in "the US and certain other territories" has not been made public, I am betting that Denner somehow knew its content before investing 100+ million - whence the statement "Amarin is a tale of two geographies (US & Europe); his “love” and knowledge of chemistry must have kept him abreast of FDC developments; and the launch of MND-2119 in the form of Epadel EM in September in Japan pushed him to announce the proxy fight around 11 November.
Moreover, the SEC filings affirm that the collaboration is not limited to one product; but several products are being contemplated.
There are many remarks and deductions to be made as well as unanswered questions hanging. Here’s one:
10-Q 02 August 2023 reads:
QUOTE In addition to the elimination of our sales force in the United States….” UNQUOTE
And QUOTE “in July 2023 all remaining sales force positions in the U.S. were eliminated and our overall headcount was reduced by 30% as part of our ORP.”UNQUOTE
How does Holt envisage growing the US market with zero sales force?
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