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Amarin Corporation plc Message Board

sarathsathkumara 6 posts  |  Last Activity: Aug 12, 2014 4:46 PM Member since: Sep 30, 2002
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  • You know the value of your product and you own 40% of the company. Today it will cost only $6bn or $15per share, that is paying 100% premium to do a deal. Shorts will not know where to hide. Now with Sanofi's help, revenues will flow in in a few months. With your 40% holding, this is an easy deal.

    Here are three people you can call who can help you.

    Bill Ackman-Pershing Square Capital-assets $15bn
    He is working with Valeant Pharma to take Allergan private

    Dan Loeb-Third Point LLC-Assets $10bn
    He lives in LA, you may even know him.

    Carl Icahn-net Worth $25bn
    He is active in the pharma (Mylan, King, Imclone)/diabetes (Amylin) space. He forced the Amylin sale to BMY and AstraZenecca last year.

  • Reply to

    Wow - found a must read

    by kimi_held Aug 7, 2014 9:02 AM
    sarathsathkumara sarathsathkumara Aug 7, 2014 2:32 PM Flag

    Sanofi India is a listed company in India with a market cap of around $1.3bn. It is 60% owned by Sanofi France. It has a local mgmt. team but effectively run by Sanofi France.

  • Reply to

    No Buyout.

    by opc11 Aug 5, 2014 6:24 PM
    sarathsathkumara sarathsathkumara Aug 5, 2014 7:18 PM Flag

    Al has been getting ready for mpg for years. What can the plant do w/out people? MNKD wants to avoid any delays in launching the product by getting the mpg ready.
    without announcing p/ship or b/out deal, which big pharma will be party a contract? Have you heard of non-disclosure requirements prior to a deal?
    Why would a small company signed a 5-year deal($500mm plus) with MNKD that has NO cash and only debt if they are not backed by a big pharma?

    I am sure there are arguments can be made to back your side of the case. But those are not what you are making byankovskiy.

  • Reply to

    AMPH & MNKD agreement

    by fullshred_2000 Aug 5, 2014 5:14 PM
    sarathsathkumara sarathsathkumara Aug 5, 2014 5:19 PM Flag

    This is even getting more complicated.

    AMPH is a NASDAQ listed co with Chinese origins. The MNKD agreement is with AMPH- France. AMPH bought the manufacturing facilities in France from Merck.
    AMPH also supplies to Sanofi.

    Merck and SNY become top contenders for the b/out or p/ship. Any partner wants to make sure that the product meets their quality.

  • sarathsathkumara sarathsathkumara Aug 5, 2014 5:05 PM Flag

    The idiot is back. I thought this Merck guy dropped dead!
    I see here the blind leading the blind.
    On established companies, stocks are valued based on earnings and not revenues. When there are no earnings (like some biotechs), revenues multiples are used as a rule of thumb for valuation. That is why companies with higher margins (like Merck) have higher valuations. The entre fast acting insulin market is $16bn. It will be nearly impossible for a new product to garner $10bn or 63% share of that market.
    The market is not stupid to value MNKD at $3.5bn today if it is worth $37.6bn. Be happy (very happy!) if you get $10bn for MNKD. I think we will get more likely $7-8bn if it is sold today. One can ask for the moon, but the value is what someone is willing to pay for it.

  • sarathsathkumara sarathsathkumara Aug 4, 2014 8:11 PM Flag

    Pls read what I posted a month ago on AZN.
    AZN has to make acquisitions to get bigger to avoid Pfizer from gobbling them up in November. After the Shire/Abbevie deal, this has become a real possibility. AZN doesn't have a secret deal to be acquired by PFE. They put up a big fight against acquisition and it is well documented.
    Here is my list of potential acquirers for MNKD: AZN, SNY, Roche, Takeda, Glaxo, Merck, J&J, Pfizer, Teva and Activas.

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