Replies to post #446339 on Amarin Corp Plc (AMRN)

[JRoon71]

TTE, I would think $1B (~$50) is the absolute minimum. This would only happen if Sarissa deemed that Vascepa is a failed experiment, and someone is going to buy them for scraps.

I don't see this scenario playing out. I believe there is much more there, and Denner knows it.

This is why I also believe that the new formulation is the future. And that Denner is setting this up as a royalty play. He loves high-revenue, low-overhead operations.

Think about it...look at where we are at with ZERO sales and marketing. He has to be licking his chops thinking about a re-launch with a new, improved formulation, and the ability to squeeze the generics out and start marketing again. But he won't do it with his own sales team. He will partner.

[SovereignNinja5]

Our business model is changing. We get better margins OUS so we want volume. The USA market will be the same. Better margin more volume. Fenofibrates/Fubrares are wrongly prescribed 11 million a year to Two million patients in USA alone. What % of that business do we need to be worth a few billion more? Things getting clearer yet for you? Bolt on with carry forward tax losses and a pile of cash to fund a second IFU. Take your pick on that with EMT2 data or how about LP(a) in the CVD space? Do you follow all the science over the past few years Do More Charity puts out?