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Amarin Corporation plc Message Board

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  • brandonuk03 brandonuk03 Jul 30, 2012 11:49 PM Flag

    Now 4 legitimate concerns

    I'm not sure how anyone can expect a buyout given that

    1) NCE hasn't been decided. I think AMRN has a gut feeling, but they won't be notified in writing by the FDA of this. They'll find out via the Orange book. When discussing buyout, this is worth more money if given and less if not.

    2) 25 patents are still pending per the conference call. If I'm big pharma, I don't know how strong the patent protection is and therefore cannot make a reasonable bid at this time.

    Given the outstanding unknown information, no big pharma in their right mind would be ready to make an offer today. Once all this is cleared up, then yes, but after listening to the conference call again tonight, Joe screams that he is in a place of desperation. AMRN can not bring this to market alone and be successful. They NEED a partner or acquisition. If I'm big pharma, I know they need me worse than I probably need them. All the bargaining power is going to hinge on the above factors. Buyout in 3 months if the stars align.

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    • Do you know how many patents Lovaza had?
      3

    • Do your research MY GOODNESS!

      AMRN knows their NCE status you nerd. You don't think the FDA hasn't decided for 5 months and then come approval time they're going to say, "we don't know, you'll have to wait a couple weeks for the orange book."

      25 patents, sure, but what 25 patents? Why do you think people care about 889? .... well, b/c that's all that matters. If you're big pharma....well, you're not....and if you were big pharma (GSK, PFE, ASTRA...) you would have pretty good idea about how to bid on a drug given its unknowns and chances are you'd probably know every one in the FDA (but, they can't tell you their dinner talks any who) you act like wall street is some mystical adventure, when really it's a game about who can get the next guy better tickets to the Laker game.

      Joe doesn't scream desperation in any conference call...you're talking about a guy who has over 2 decades in the "big pharma" you speak of. He holds an MBA in Finance so he knows plenty about valuation and he has his MS in chemical engineering or what ever. He also worked for and on Lovarza (Vascepa's competitor and Vascepa is AMRN's drug in case you didnt know- probably didn't) so I am sure he has a pretty good understanding on High Trigs and how pharma works...to be honest...chances are he took a lot of that lovarza knowledge and worked with it, knew what he was getting himself into and knew how to work around these issues which is why he is Amarin. He likes his money like i do...I have confidence, you dont because PPS determines your investments.

      "The market can remain irrational longer than you can remain solvent" or w/e

      faq

 
AMRN
1.13+0.02(+1.80%)Sep 29 4:00 PMEDT

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