Amarin Corp Plc (AMRN)

[oneragman]

CB,
Obviously there is just going to be plenty of guessing and points of view on the PPS down the road. I agree AF will put out a hit piece...that's his MO. I don't see them issueing 250M more shares. If you figure around $10/share, that's $2.5B... what do they need all that cash for? Sales should ramp up quickly and maybe 10-15M shares at $10 should be more than enough. There won't be another study that's as expensive as RI and that will be over. Dumping Kowa and adding our own reps as JT alluded to should save us money at that point. Also, to help ramp up sales, they could also issue debt which they could easily pay back. I am sure BB and other large investors are not going to let AMRN issue 250M more shares without a damn good reason. If the RI trial highly successful, they should be a cash generating machine fairly quickly.
Assuming they stay independent, they will many ex-US deals which will also bring in cash and royalties. China just changed the laws that let the China FDA approve a drug based on studies/approvals done in another country. A follow-up study is still required, but a RI homerun could qualify and sales there may happen much faster than we anticipate.