Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.
Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.
No R/S as Denner n everyone else would lose. A share bb is more prudent. Berg, Denner, BOD aren't stupid. What I do foresee is BP entering a foothold on a path to BO. ~85M shares available @ 0.59c
Please don't yell at me, but I'd love to see what minus-10M-shares off the float would do to daily action.
I despise reverse splits and it never benefits shareholders. What I do recommend is bold leadership that lops off the float and watches the pps rise IMO
I'll happily reply. I unlike you see $300M sitting there. Accept the USA and don't compromise the company because the game plan is still in motion. $5B BO it's done.
Why a savvy CEO buys 80M shares at $50M plus is it will put the pps way beyond any chance of delisting, and more importantly, drive out the float down to true holders. It's money worth the spend, and, it will invite new money to jump with the float shrinking that much. If AMRN needed to, it could even re-capitalize, but probably won't need too. Even if AMRN goes down to $200M cash that's a lot of money and right now that $300M ain't being resourced how it could be. Just consider, anyone hearing this is happening at the current price is going to load up like no tomorrow to see huge gains. I think a lot of people here are being shortsighted IMO. Comments invited.
Amarin will someday be remembered as "the luck of the Irish" unless the real work is being done to prepare the company for a BO in the next 6-9 months. That stated, it doesn't mean John Wayne can't win Maureen O'Hara! I think today's reaction is more than a bit overplayed, but IMO. It sounded to me like Aaron didn't think much of Holt.
Aaron's option at $10 telescopes $5B BO is the ASAP goal to Astra Z. Holt’s telescoped $15 must think that’s not achievable so Astra n Amarin must simply be waiting on Italy Germany France (at least 1) the deal in the $10-12 pps range.
Gotta say they pour a good pint at the Cobbler in Ringsend. Anyone named Padraig has to be telling the truth IMO. I choose to confirm Astra Zeneca for its known interest and where it's based makes all the sense in the world. Now it will just have to play out, but I gather Italy's decision is close.
R u aww, saying, Italy is near? I'd say Italy will come first, then France much later...
IMO Amarin hasn't purchased any shares to try to manage Q2 spend. I think they also want a big PR to time with repurchase. Also observe no news about a releasing a generic USA. With China in motion, Italy-France-Germany are the final pieces to the BO puzzle (2 of 3 would do it). When it is leaked (and it will be) Amarin is about to be BO, the pressure on the pps will finalize a price above $15/share.
Those LONG INVESTORS like me know: China is now favorably decided, the USA will see an Amarin generic according to best timing, and all we await now is France and Italy (not necessarily Germany) as the Amarin package for sale of the firm will be optimized. Investors already know this. The share buy-back will be executed with precision. I voted for Sarissa and still do as Alex Denner will in no wise settle for a puny sale just to satisfy you day-traders and short-termers. The drug is incredibly safe and it works amazingly. I've waited, added shares, and can still wait hopeful that at least France and Italy will complete the puzzle to the BO.
I do, I truly do.
Denner's not happy nor satisfied and he can change things. You should really go away because you no invested here, right? No shares, no voice. Beat it Pharmacydude.
BOD owes a 'Letter to Shareholders' led by Berg writing it.
Hey it's my money so I'll say it.... Holt looked 50 lbs overweight at recent conference... He certainly didn't look anything close to website... he's a FAT CAT. Now he's gone! I think he numbers among the top CEO BS' errrrrrr
Is CVS country wide or is this an individual state?
would it make sense Denner's BOD appointed Berg BECAUSE they were unhappy with his performance in the USA? I find that very doubtful.
Maybe Berg OUTSHINED Holt in the eyes of the BOD?
Holt was an opportunist who has gotten a better opportunity from his standpoint. There's nothing to 'read' into this. Berg was the natural choice as he knows the company inside and out. Denner's BOD handled the transition in a quick, tidy manner and I highly doubt the Denner game plan has changed: Continue to prepare the firm for sale. I perceive the Denner BOD is driving the firm and the CEO (now Berg) will execute per BOD directives.
Not everyone is a statin user, or tolerant to statins.
IMO I'd love to see a study without statins, but not paid for by Amarin but by its acquirer. That would LAUNCH Vascepa/Vazkepa to the stars!!! Seriously.... (BTW, statins limiting cholesterol may have a brain affect called Alzheimer's -- not a joke).
The fact Amarin plans to spend up to $50M on the BB tells you they plan to sell the company. They're not spending it on advertising, building out another sales staff, not a new product, research, nope, nope, nope. Spending $50M on BB because they can as they move into the 6-12 mth window as the year goes on to sell the company. It is smart because it not only tightens the float, squeezes shorts, raises current shareholder holdings, it's obvious Amarin is saying it has enough cash on hand to get to the finish line--selling the company. So what's the time-frame for the BO? First-half next year when France and Italy are both known (good or bad). HFs will want in on the ride so there's going to be a lot of smart investors showing up.
Any BP with a CVD portfolio can add Vascepa/Vazkepa in a heartbeat to drive sales. The USA is still worth billions as is the ROW and EU. This isn't about naively trusting Denner, Holt, or the BOD, this is about everyone on board wants to make a ton of money. You buy Amarin shares because you think you can make a ton a money. Plain, simple, fact. All risk assumed. A savvy investor only needs to score once in biotech land to walk away with millions. My money remains on the Vascepa/Vazkepa enterprise. And I accept all risk.
I have to laugh at this post because it implies something I do not. Denner, Holt, et al at Amarin all want what I want. To make as much money as possible. Myself, I don't think Denner is awake at night thinking about investors, but I do think he wants as much as he can get. Here's my point: I'm happy to ride his coattail because I doubt I'll be disappointed in the end, and I know all about risk. Thanks!
Are we forgetting a BP w sales infrastructure in USA could immediately piggyback Vascepa with its CVD portfolio and go after millions to billions via brand n generic? What BO BP will do is what Amarin shouldn’t as Holt prepares for a 2025 sell IMO
IMO share bb expense will be recovered in driving a much higher pps, as the float will shrink and leaked info among HFs the BO is near will drive the pps up. For a premium pps we must get Italy and France. Plus some BP must be influencing Holt on partnerships like Middle East etc. Holt’s entire job is to ready the sale which as an investor himself he n his friends all want like us the big payout. I still think $15 and above is his contracted payout premium for Holt
IMO gaining France and Italy (Germany can be left to acquiring firm) are in fact the last two goals to drive the highest value to sell Amarin. The outcome will determine the sale price. i don’t see any other major goal since BP will drive its own sales strategy. Gaining CVD approval in China may be another goal but probably just needs to appear favorable. The share bb tightens up the float. IMO if Amarin announced a second generation Vascepa patent protectable in the USA via Mochida, it’s possible as they are spending $5M Q in R&D on something. i remain optimistic the BO will be north of $15/pps. Italy and France (2025) lead me to think the BO will be 2025 to a EU strong BP
IMO share buy back will be spread over 2024, $5M here, there, but also tied to how revenues hold up. $10M maybe to start IMO
I'm 3 months into grieving. I recently bought on the science another 10,000 shares.
But I know pain. I know a lot. 40 yrs later my best friend is gone. Thanks for encouraging me.
xx yrs later (2024) I lost my soulmate to cancer. We were married decades.
I'm currently investing hundreds of millions for our children and grandchildren in Amarin. Why? The science and Denner/Holt took over. One day WS will re-awake that Vascepa is prolonging life in a big way. IMO everything Holt is up to is to sell the firm at a premium; no criticism from ...5... 10... 20 I profit.
At anything $10/share I'm a very wealthy man. $5 I'm moderately wealthy. I can't lose.
I think a lot of people here have their own story.
Thanks everyone for schooling me on E-EPA! It was an amazing ride! I got a lot of laughs!
From now on Vascepa will be Elektra-EPA for me! I nominate Jennifer Garner to advertise once she's available.
Our discussion is over because you either work for Amarin and are embarrassed, or you don't understand as a lesser mind how even one element from the periodic table may make the end-product novel. Vascepa is E-EPA, not EPA. Or maybe you work for Hikma? It's always possible.
IF you do not grasp the implication of periodic chart, I'm sad for you (and hopefully I am wrong). Vascepa is not EPA. It is E-EPA. Any astute lawyer would exploit this.
Mori et al NEVER STUDIED E-EPA. Never! Amarin patented E-EPA. In court, Amarin should defended what it patented, and THERE IS NO PRIOR ART of E-EPA. 'Judge Du we are in court to defend E-EPA and Hikma doesn't seem to be aware of Vascepa's chemistry. Dismiss the case!'
If you can't grasp this, our discussion ends, but I could line up thousands of chemists who would testify E-EPA is not EPA because the molecule is different explained by processes undertaken in the lab.
Fact: It doesn't matter if one carbon, one hydrogen, one oxygen, one whatever is added, it is unique. VASCEPA IS NOT EPA!!! If you have an ounce of intelligence, let that sink in!!!! Amarin is defending E-EPA!!!!!
Amarin should create an E-EPA patent distinguished from EPA. In a real sense, they already have, but Amarin's lawyers don't seem to grasp what they are defending (E-EPA). In lawyer land this is not a mote point. In court, Amarin should have told Judge Du 'we are defending E-EPA, not EPA' and I appeal to Marjac who had mud thrown in his face. Vascepa is E-EPA, not EPA and now our chemist friends are coming out to explain why. I am convinced Holt and his team are yet to grasp this.
Any schooled, educated, astute lawyer would grasp EPA is not E-EPA.
A molecule can go from good to bad on one change. Amarin's fiduciary responsibility is to defend E-EPA, not EPA. Hikma built its entire case around EPA and how it was not novel. I wish a lawyer on this IHUB board would grasp what this means. Hikma defended EPA research, and Amarin's lawyers fell prey.
Amarin is selling E-EPA and even Captain and many others need to grasp this. Thank you on the weekend.
Amarin needs to start defending E-EPA, and the way back to Judge Du.
You expecting me to cry?
dear friend, we are all on the same page...
You have just given a patent reason why Amarin patented E-EPA if I repeat your post "it is the way they can concentrate enough EPA to get 1,000mg into a swallowable pill." If I agree/submit without agreeing to your assertion why Vascepa is E-EPA and not EPA, you actually proved why Amarin lawyers should be defending E-EPA in the court of law.
All the best.
Aha! You actually prove my argument if you are correct and I won't debate that now.
Amarin "discovered" E-EPA was necessary, and no prior art addressed this. NONE.
Amarin discovered E-EPA was a necessary step to induce EPA into the body (your insight). Amarin clearly understood pre- and phase 1 studies EPA alone could not be put into a capsule in comparison to E-EPA which via efficacy and safety achieved the desired outcome.
E-EPA is not EPA. Fact. You are better educated than me, but E-EPA and EPA are not the same. Tell everyone on IHUB they are the same... you won't, you know the truth. Let's work together my friend.
I think this discussion is necessary, but I disagree with the suggestion "EPA is the active moiety" and could not be affected negatively or positively by turning it into an ethyl ester. Amarin had clear reasons for turning it into an ethyl ester and every patent going back to the beginning, states E-EPA.
IHUB friends: Any change in the chemical chain is the basis for the patent Amarin claimed. Amarin claimed E-EPA, not EPA. For some patented reason, Amarin determined adding the Ester Ethyl was necessary, and every since has cited it in every claim section of patents. The fact is turning EPA into E-EPA is not a mote "moiety" point. There are efficacy issues, safety issues, a lot of issues!!!!
In court, Amarin is there to defend E-EPA.
I entirely disagree (respectfully).
Amarin altered in the lab EPA into E-EPA for a valid, patented reason. They in the patents even cite other possible indications. Keep in mind number sleven, E-EPA, a chemical composition could have negatively or positively affected the EPA moiety. Amarin clearly did early studies which led them to the Ethyl Ester version, and for a REAL reason.
In a court of law, a lawyer, an astute lawyer would have argued EPA is not E-EPA, as the chemistry is not the same, and it's not the same. If you cannot see how a lawyer cannot argue EPA is not E-EPA, then I wonder in due respect. A Lincoln is not a Mercury though made by the same firm.
Hikma lawyers focused on the prior art of EPA, not E-EPA. I think Marjac would side with me, as would other lawyers. But let's keep the discussion going. All the best!