Amarin Corp Plc (AMRN)

[HDGabor]

Welcome everybody on the board, be long or short. Ignore the bullying by grumpy, old man who has a huge ego, but sensitive as a little girl. The world is more than US or than science. All opinion are welcomed IF has some factual background.

A sort summary of my view:

GIA:
> It was the right (possible) choice in 2012, when nobody would like to pay the real value (especially ahead of ABCHOR approval)
> It will be the worst scenario - both for the company and both for investors - after successful R-IT, but I do not think it will happen

script#:
> Nothing is wrong w it. Meanwhile double the # within 6 months isn't a most likely scenario it is possible. We will see the effect of "open" label communication during the upcoming quarters and we will see the coverage by Q1.
> Mog- Hey, I made a call. Do you stand your bet?
> no new US partnership / sales force extension before R-IT interim

legal:
> all cases are heading to the right solution
- Class Action: dismiss
- 1A: settlement / joint letter
- NCE: granted (for 2012-2017 ...)
- ANDA: dismiss

financial / dilution:
> definitely no dilution / new cash is necessary before interim read-out
> if R-IT won't be stopped new cash could be necessary. (Please note: we do not know what will be the scrpt# @ that time / when next payment due for China / when next ex-US deal will be signed)

Meanwhile I would like to see a higher PPS (and it could be higher), it is irrelevant, since any higher PPS will be significantly lower than the PPS in case of early stop of R-IT.

R-IT:
> it won't be stopped before interim (everything is possible, but any other suggestion is a pure BS)
> no guarantee for early stop (top of the number, the DMC could take into account the "landscape")
> Assuming the Company's projection is correct (interim / final - 2016 / 2017) the 967th event could be in Q1 only.
> Based on available info, the chance of early stop isn't bad

Overall, we will know much more after the next CC.

Best,
G