Amarin Corp Plc (AMRN)

[lowlevelowl88]

We already know results are good, or at least, so-so at minimum. 3-to-22! Market approves! With 25% RRR "good" is highly likely and underwhelming is less likely, ie good is now more or less priced in. So I can't for the life of me understand why they didn't already do a raise unless they know another climb is in store. That's not to say they can't do a slow or maybe even decent ramp w/o, but I think so many expect it, they are essentially limiting upside until they do it, outside of M&A coming in first.

IMO Saturday is about two things -- stat sig CV Death and new findings about subgroups. Significant market re-pricing is all about surprise, and I have a strong feeling something unexpected is coming in one or both of these categories that will require another big adjustment.

I don't know much about the dynamics of the relationships between exec leadership and PIs, but I can't help but wonder Bhatt and JT came to an agreement that "if X is stat sig, let me tell the world at AHA" or something similar.

I may have completely backed myself into this logic based on the result I want to see etc, but having thought about little else the last several weeks (and years) my feeble mind keeps going to this same conclusion.