Hayward, I think Sarissa/Amarin keeps things close to the vest for a reason. So I would not use current PPS as any sort of barometer of the future.
And let's face it, the analysts that cover Amarin are useless, and likely haven't dug up nearly what SDL has. They likely don't even care (yet).
And whether SDL's scenario plays out or not, there is definitely a LOT going on behind the scenes that we don't know about. Whether that's a Recordati/Novartis type deal, or something else, I don't know. But I think Sarissa has been very intentional with their lack of data/information release for a reason.
Personally, I viewed the EU licensing deal as a good thing, because (in my opinion) it signals that they have a strong belief in re-capturing the U.S. market, which is really the Golden Goose.
I want to believe. Unfortunately the PPS is headed in the wrong direction if your scenario was truly in play. IMO
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