Amarin Corporation plc (AMRN)
Pitch Summary: Asset-light pivot: Recordati deal turns EU into royalties/supply margin, slashes ~$70m opex, and lets AMRN monetize Vascepa ex-US while US legacy cash flow bridges to profitability; net cash (~$300m) ≈ market cap, leaving future royalty stream (IP to 2039, long tail post-expiry) essentially free; upside kicker from Hikma induced-infringement re-trial. BSD Analysis: Thesis […]
