Replies to post #447668 on Amarin Corp Plc (AMRN)

[lizzy241]

TTE: Time is Amarin's worst enemy. The efforts and expense of trying to GIA in the EU and ROW were a no-win situation. Thankfully, they dug themselves out of that situation by partnering with Recordati. The golden goose remains in the USA. It'll be interesting to see which company they partner with going forward.
If SDL actually sets up a meeting with a "board member" or anyone from upper management, the company must have him sign an NDA; that truly will be the turning of the tide. Hopefully, he'll disclose that tidbit with our board.

[alm2]

Tasty-superb analysis if I may say so and I agree that another 12 months will pass before a clearer picture emerges
If they run it tight and sales increase well then it may spark interest …..the more so if some of the hoped for stuff comes good
I am thus slightly hopeful ! Thank you for the time you have taken on this
Alm

[rosemountbomber]

TTE, excellent post. Succinct and an accurate description of the state of affairs with Amarin at this moment in time. I am not even sure that a SC win would mean all that much, but it would be nice to proceed with the trial against Hikma and get the monetary damages. 

[JRoon71]

Fair assessment TTE. I agree with you, that a sale is extremely unlikely anytime soon. I do think there is a lot of value to be gained in the future from the new formulation, however. I can't think of any other catalyst that can possibly cause Sarissa to hang around, unless they are just playing this out as much as possible to recoup some losses. I think the new formulation is the way to re-capture the US market (and extend patent life, and in-turn provide more patent protection and patent life in Europe and RoW), as I don't really think even a win against Hikma does that for us (though it is possible).

I also think it's more likely than not, that "strategic options" means partnering in the US market. Because at SOME point, they need to start marketing again. And when they do, they are not going to build a Sales & Marketing team to do it.

I am far less concerned with margin compression, cost savings, etc., as I think the top-line is what really matters in the long run.

Not much has changed with how I see this all playing out...lawsuit...new formulation...potential markets China, France, Germany...partner in US...Europe and RoW eventually ramp up...create cash-generating royalty machine similar to Innoviva...then just crank out cash and/or potentially merge with Innoviva.