Amarin Corp Plc (AMRN)

[hamkypamky]

There’s a gross misunderstanding of sales ramping up. R-I is a paradigm shift that will happen quickly. The risk/benefit and now proof (once disputes are thwarted) will lead to a rapid change in standard of practice.

I can understand that prediction.
I am not saying this will be false - a scenario where sales ramp up very quickly could be possible, but I think there's still going to be a bedding in process considering all the logistical chains that need to be setup and sales reps to be trained. All that takes time.

Time to max US growth is going to be limited by supply not demand.

This to me is the real acid test. If Amarin locks down $1B worth of revenue to me the best operating profit they'll get is $5-600M. That's very good for the company, and if they do those numbers will make 2020 outlook excellent, but that alone probably isn't sufficient to justify a $27-30B buyout. At least not yet. Maybe in a year or two..

JMHO of course.