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marzan

02/04/26 2:55 PM

#445607 RE: rick25 #445604

We actually agree on the fundamentals, but the conclusion is different. Amarin doesn’t need to rush into a royalty, sale, or structural endgame—its 50%+ market share gives it leverage, not urgency. The point of Hikma being in play isn’t timing, it’s pressure: litigation risk shifting toward generics strengthens Amarin’s hand and raises the cost of delay for them, not for Amarin. Settlement or licensing can occur on Amarin’s terms, when upside is clearer, without capping value prematurely—optional means optional, not obligated.