JR. excellent post . Interesting that you referred to kidney disease ...your analysis was spot on .
Great example was the development of drugs to lower high serum potassium ...ZSPH and RYLP . One of the poster here Chromosome ? may have worked at ZSPH at one time .
My wife has CKD patients regularly having episodes with high serum K . Many would end up in the ER and event rates were somewhat predictable .
ZSPH and RLYP developed a drug that patients could take to lower serum K and both companies were brought out by BP's
RLYP got to market first with Valtessa .
I still don't get your buyout estimate for AMRN . Where do you see short term debt ? AMRN says no debt .
Co has shrinking margins , 41% decline in US sales of Vascepa , very limited sales in the EU with no assurance that the remaining big 3 EU markets will reimburse.
No reason for anyone to buy this Co as things stand.
The only plus I see ...and the reason I recently invested in Co is the EU patent extension out to 2039.
But so far Co has failed to show any vision on how to take advantage of this, beyond the same ol same ol
Kiwi