Amarin Corp Plc (AMRN)

[Jt0082]

Thanks for your reply, I think your analysis is for sure worthwhile... in fact for me numbers are close to irrelevant even while the core biz is growing OK, as you know its all about potential 'shareholder value' post R-IT, not really 'underlying profit' even. There is NO investor/shareholder that is looking for AMRN to show sustainable profit, especially now. Maybe if R-IT fails (as you are so convinced it will) the remaining investors will start focusing on what 'profit' remains selling V in its current indication...

However lets be rational, if R-IT comes good, there is no doubt about the size, market etc that won't dictate 'shareholder value' be that M&A or increased sales growth.


I think your posts are worthwhile, maybe more so than all the posters on here talking about secrets and what not and who are myopically optimistic about everything Vascepa... however be that as it may - its clear you are a "glass half empty" guy in general and I guess that could be the right way to think from your experience in smallcap bioland. I don't think AMRN management/company is really any worse than most out there and in fact after listening to the call now go, they even go out of the way to be responsive and transparent, more than I can say for many other companies. In fact I think its an achievement for a small company to get this far and I am hoping for shareholders and patients R-IT is successful.

PS- what level did you commence your short?