Amarin Corp Plc (AMRN)

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JL, my personal view is that AMRN management is not pursuing a quick buyout path but is rather preparing for go-it-alone. I don't believe they would have hired Craig Granowitz or Michael Kalb if they were seeking a buyout. Thero was diplomatic but sounded frustrated with Kowa (my opinion) and stated more than once that the Kowa relationship expires in Dec 2018.

With a 60% interim win, they can't wait until Dec 2018 to move it into another gear. I don't know their present productive capacity but they admit they will need more sales reps and presumably other marketing efforts. They have shown the willingness to hire the best legal teams when required and I will assume that they have excellent patent counsel. I believe the company needs a LOT more marketing effort, perhaps more than a bunch of additional sales reps. This is will be an easy story to tell via direct-to-consumer ads, in fact it's a marketer's dream assignment. But it takes a lot of money to create a brand awareness at the consumer level. I'm also not sure that Aaron Berg is up to the task as it appears that his background is sales not marketing.

Bottom line is that they will obviously need money to capitalize on Reduce-it. My guess is that it comes first from a European partner.

btw,..ironically the best way to get bought out at a large premium is to prepare not to get bought out and rather establish a brand.