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rick25

02/02/26 4:42 PM

#445537 RE: JRoon71 #445527

I get the royalty/partner theory, but I don't think it fits where Amarin is today. With 50%+ US market share, Amarin still has leverage and control - this isn't a distressed or sub-scale asset. That's very different from companies that were always royalty models. Also worth noting that Sarissa has been reducing its position in Innoviva, which suggests they're not wedded to that structure universally. To me, a full royalty handoff only makes sense if leverage is lost - and we're not there.