Activist investors don’t reveal their strategy. They gaslight people to gain control which is what they did here. Retail is always misinformed. Try and tell me differently. LMAO.
This is not seismic. It’s basic patent lifecycle management looking at codified regulations and knowing the path forward using the codified regulations , science and how medicine is practiced.
Remember when you and others criticized and critiqued along this bumpy path? It’s as bad as the Amarin can’t do share buy backs theory peddled here and other free apps that talk stocks.
Prior management talked about the FDC because it was low hanging fruit. They were retards and deviants. They had other plans for this. It was snatched from them before it was too late and now it’s in the hands of a guy that has done worse damage with value but at least has a plan.
Of course it would be the same as in EU. This will be rolled out globally but in someone else’s hands.Amarin, as constituted is a collection of failures. This is now about selling the idea of Amarin/Vascepa and what can be done with it moving forward. Good luck putting a valuation on that. The DCF modeling based on the current situation is FUBAR. Remember, you said Grok was high. The USA market is viable and that infringement case is now a smoke screen. Infringement can be dispatched with a new patent and an authorized generic. We lost that battle long ago and 10 generics exist and they are not going away. Any money we can make from an authorized generic is gravy competing in the SHTG space. We have a CVD IFU and can probably get a second IFU based on the science and whatever path the FDA chooses for them but I’d rather that be in the hands of BP that can walk all over regulators at FDA. If it’s in someone else’s hands it’s all doable. This is why Barclays is here. This is also why share buybacks aren’t done. That pile of cash in someone else’s hands is valuable. So are the carry forwards.
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