This also leads to my thesis on the new formulation being the future. I just can't wrap my head around some BP buying Vascepa and suddenly the entire narrative changes and it starts selling. I think it's -->new formulation-->re-brand and re-launch-->outsource sales to 3rd party in US -->then either roll up into Innoviva, sell the company, or potentially keep the company as a cashflow machine and have other plans for growth.
Tasty you are absolutely right. No sales force. The time for that is long past.
Forgetting the fact that the evidence against fibrates (wrt CVD) has been out a long time now, even if there was a decent shift in prescribing habit to IPE (and that won't happen as evidenced by the last decade with negative data on fibrates) GV would take a significant portion of the sales. It seems that a significant reset in the valuation of Amarin will take either some miraculous legal event to stop all Generics, or this "new formulation" about which we have precious little information from the company. The ramp in Europe is too slow for any near-term value reset. Now if Germany and France come on board, then possibly in 5 years Amarin's value could be significantly higher although the IP protection timeline diminishes.