The guy is a tool. He doesn't work for 1. Big Analyst company. 2. Has zero credentials in any Biotech or scientific field 3. Works for a blog that makes no bones about shorting stocks and spreading FUD for big hedge funds.
The analysts at Jefferies already slapped a cold fish across Adam's face when they said it's illogical for anyone to say that AMRN staved off an FDA decision. Why does he persist with his notion that AMRN had the decision postponed? It's an internal FDA call and will be resolved shortly.
"I argue that NCE is important because without it, generic challenges can be filed ***immediately*** and that's a deterrent/risk for big pharma."
If you happen to meet AF at the barber shop or the kids' next swimming meet, let him know that a three-year marketing exclusivity is a given (by the FDA) without NCE and without any patent, so "immediately" is obviously incorrect.
Would it be too much to expect a biotech "expert" to get familiarized with the FDA's rules and procedures?
if we don't get 5 years we will get 3 years and it takes the FDA 2 years to approve any generic med the point here is for a BO those 2 years safe them some money , then the anchor also is a factor to put a price on it , comes October everything will be clear , unless one buyer is willing to take some risk and win the deal before the others which will be a smart move rather than waiting to be sure and risk a betting war .