Amarin Corp Plc (AMRN)

[Bannanon]

I agree it will be crowded and there will be a lot of interest, but I think the publication in the NEJM is the real binary event for the company (AHA will likely still be a significant event for shareholders and share price). Not sure we have a definitive date on that but from my discussions with clinicians, they are aware of (less than I had hoped) the Reduce-IT top line and want to hear the details at the AHA, but are still apprehensive of the results until it goes through the peer review process.

The market will likely react to the AHA details but clinician behavior will likely not materially change before the NEJM publication based on my discussions. If we get that publication consistent with this board's expectations, I think we start to see the hockey stick rise in scripts.

My point is that everything up to the publication in the NEJM is based on assumptions and inferences. Assuming we get the peer reviewed validation, that is when it becomes reality for most of the medical community.

Admittedly this is not my field and I realize I'm subjecting myself to the "you don't know anything" rebuttals. Just passing along what I've researched to date.