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Google “John Hempton Amarin”
A clip with Tesla in the title will pop up. Go to the 9 minute mark.
I completely agree the timing of the short position seems silly. High risk, low reward.
What scares me is the Amarin story is far from over. Who knows if this individual is still lingering. Who knows if this individual had anything to do with the reason our critical patent case was heard Nevada. By no means can I say I feel confident that we are out of the woods.
SELL THE COMPANY, KARIM.
This is an old clip, but it’s interesting nonetheless. Any idea which individual Hempton may be referencing ???
Fast forward to 9 min mark
https://www.realvision.com/shows/the-interview/videos/tesla-japan-and-the-hunt-for-red-flags/
What’s crazy about that?
Karim the Dream
I admire your positivity my friend
I do have some faith in KM executing given his track record at Merck. Above all, my concern is the stock price languishing for a couple more years while the story develops and KM proves himself. I did not want to have to hold on for another few years to see how this plays out, but I have nobody to blame for that other than myself. My gut tells me if I just take all of this money out of Amarin and park it in Apple over the next couple years odds are i’d be much better off.
But of course, nobody wants to give up right before the miracle happens...
I think you know where I was getting at but I realize the irony in my analogy LOL
Agree with you whole heartedly. Official self-launch in Europe is D-Day for Amarin. Only a miracle can save us now.
Yet you monitor the board just in case ?
According to LinkedIn , Alina just started at Forge Biologics.
Is this a cardiologist? Amarin is mostly at fault here, but how could a heart specialist have not heard about the REDUCE-IT results almost 3 years to date...
This is a travesty.
Like everyone who has been predicting buyout for the past decade who has had no clue, you don’t either. None of us know. No sense in talking about it.
Hypothetically speaking, is there any possible way a stipulation in a settlement in the infringement case could include a request to Du vacating her decision?
Seems as though this would be the only way to keep other generics at bay for the next ~decade. Unless of course, supply constraints remain an impediment.
I say this all with the realization any sort of settlement chances seem bleak.
Can you dumb this down for us folks in the back ?
We are in a tad bit of a unique situation here, Chief.
Nope. With you entirely.
Literally zero since i’ve been following this board the past two years. Everyone continues to shit their pants every time he pops up though.
Is it common to see that in the last 5 min?
Name the place and i’m there!
You’re not going to hear any of those “buts” from me... the excuses only go so far. This sort of blockbuster drug should be selling itself even in the midst of a plague.
Absolutely, no question about it. I am NOT in favor of adding a drug to Amarin’s pipeline. All I was stressing is that IF they do end up selling another drug, I pray they are not acquiring the drug and simply utilizing our 600 person salesforce to push it for another company.
Agree whole heartedly. We are in a very tough spot with Amarin. If you are projecting financial models for 3 scenarios (worst case, average, and best case) for Amarin 5 years out, there will be extremely atypical variances and the number 1 reason is obviously the US patents. So do we get bought out once our true potential becomes a little more clear after SC decision? We shall see ...
100% and although my faith in this company is minimal, I believe they know this.
I don’t believe Amarin will be acquiring anyone and I sure as hell hope I am right. Amarin is in NO position to be allocating funds towards building a pipeline. With that said, if this rumor about “adding a drug” is true, I believe it will be royalty based. Amarin will simply sell another company’s drug. It certainly seems Amarin’s salesforce could use a new product to keep them a little busier throughout their workdays...
I don’t believe the two strategies align in the short term. If Amarin were to be taken over, there’s absolutely no need to burn that sort of cash when Vascepa simply becomes an asset in a pipeline of dozens of other drugs. Imo, adding a drug would almost guarantee GIA for the next couple years bare minimum.
Confused as to how you believe we will be bought out soon, yet you are confident Amarin is adding another product to their pipeline ...?
I tried to put a thumbs up at the end of my last post but ihub transposes that as 4 ? marks apparently
No worries ????
His name is Michael Kane i believe
Yes, the sales figures for Vascepa that Hikma included in a PR were addressed
I may have misunderstood but I thought they were referencing a safety study from a Hikma PR in regards to trigs > 200. I think the actual Hikma label is >500. Someone please correct me if I am wrong.
While your post is informative and I appreciate it, it simply translates to a ton of uncertainty in valuing the US market. If there is only one thing i’ve learned over the years it’s that WS will punish uncertainty.
Exactly...
Paul Choi slapped a double downgrade on IMMU last april PT $5 ...
Immu acquired September 2020 for $88 per share
https://www.thestreet.com/investing/immunomedics-double-downgrade-sell-goldman-sachs
AND he worked for Allergan prior to becoming the CEO of Soliton?????? Hmmmm.
Great work Raf