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Re: amarinbullfromchicago post# 159045

Wednesday, 11/14/2018 11:24:49 PM

Wednesday, November 14, 2018 11:24:49 PM

Post# of 428268
Dan, I second Smarterer's reply, really appreciate your insight into how the other side works.

One thought I had, feel free to opine... Everyone and their cat knows AMRN is a prime, obvious, no brainer BO target. Adam even hit on this after speaking about the "blemish" for 30 paragraphs. (In multiple articles. Lolz. That guy.)

With so much potential upside, I feel like it won't be long before this thing is like 100 acres of dry grass which hasn't seen water in months. One spark, the whole thing goes in the blink of an eye.

It's this reason I don't think Baker Bros would sell, and are more likely to let the dust settle, help put in a new floor, and then put out another 13F showing they added even more shares. (We had a big day the last time they did.) Maybe scripts start to ramp over the next 8 weeks showing doc adoption, or there's another surprise catalyst. Price climbs, and once we get above a certain level (say $35+), we are in that golden range where the premium can close the gap to (more) accurate value... it's there where I think the grass is dry, and the rumor sparks can come from anywhere, until one of them is legit...

Even today with FUDsters throwing anything against the wall to see what sticks, be it MO or JT's 10b5-1 exercises/sales, people were wondering if the REGN mixed shelf means they are prepping for M&A.

I think we're down, but it won't be for long. AMRN is Tim Duncan out of college, aka The Big Fundamental. Proven results, amazing cost/benefit, no drama (at least in terms of side effects!), massive market, ok my analogy is breaking down, but you get my drift. In my years of investing, knowing the R-IT data, this is the no brainer of all no brainers.
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