2012-11-15 14:59:52 -

By David Moskowitz

Thursday morning, Israeli financial newspaper Calcalist is reporting that Teva
Pharmaceuticals (NASDAQ:TEVA) and AstraZeneca (NYSE:AZN) are leading candidates
among other large drug companies interested in acquiring AMRN for its recently
approved triglyceride lowering therapy, Vascepa. TEVA is a new name to be added
to the list of potential suitors, but raises the question of whether the world's
largest generic drug company could or would build a large brand drug sales force
that targets primary care physicians. Note that sales forces marketing
cardiovascular drugs, like Vascepa, can require thousands of sales
representatives, a major undertaking that would dramatically change TEVA's
business model. While the news is interesting, AMRN recently told investors that
the FDA's decision on whether or not Vascepa gains NCE status is key to doing a
deal with   a partner or acquirer of the business (see prior story). To be sure, a
potential acquirer of the company is unlikely to make a move prior to this
important decision, and it would not make sense for AMRN management to accept
any offers prior to hearing from FDA given that the price for the company will
differ depending on the outcome. As a result, the TEVA speculation (AZN in the
race is well known) is likely to take a backseat to the NCE news, with a
decision (or no decision) expected Friday. Continue reading by clicking here.

Read the full article at PropThink.com.

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