Optimism is fine, but projections need to be grounded in reported numbers. Amarin's own guidance and Recordati's filings don't reflect that scale yet. If those margins materialize later this decade, great - but until then, speculation isn't a substitute fundamentals.
There is a base price at which Amarin sells Vazkepa to Recordati. That base price has a lot of margin in it -- at least 40%. Amarin is not selling Vazkepa to Recordati at production cost! Then there is a royalty, which is NOT expressed as a percentage. It's xx% of the gross sale to third party price MINUS the base cost. That probably works out to an effective royalty of somewhere between 5% and 10%. Then finally there are sales milestones on top. If you work through all the numbers, Recordati gets $1 for every $2 Amarin gets in profit. And that is a stellar deal for both parties.
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