Amarin Corp Plc (AMRN)

[chas1232123]

dml - Here’s some of what I have from AF recently:

The beginning of a Stat article (nothing much more of note in this short article):

“Amarin’s CEO drops enough JPM19 hints to know Vascepa sales driving higher
By ADAM FEUERSTEIN @adamfeuerstein JANUARY 9, 2019


ALEX HOGAN/STAT
SAN FRANCISCO — Amarin (AMRN) CEO John Thero used his Wednesday breakout session at the J.P. Morgan Healthcare Conference to not-so-subtly telegraph a stronger 2019 sales outlook for Vascepa than the company’s official guidance offered last week.

Thero, of course, can’t come out directly and say that Vascepa, Amarin’s heart drug derived from fish oil, will deliver significantly more than a 50 percent year-over-year increase to $350 million in 2019 sales. Like Fight Club, the first rule of sandbagging revenue guidance is not talking about sandbagging revenue guidance.

But during meetings with investors over three days here, and then on Wednesday during the breakout session, Thero dropped plenty of hints. …”

As a bonus, here’s some recent twitter action with AF, raf, and me:

Adam Feuerstein?Verified account @adamfeuerstein 23h23 hours ago

Help me with the logic here: $AMRN CEO John Thero just spent 4 days in SF meeting face to face with investors while ALSO negotiating a $PFE takeout? People, please...

Charles Crosby Lyon? @chas1232123 7h7 hours ago

Help me with the logic here Adam: after rock solid confirmation $AMRN ’s #Vascepa is the biggest #cardiovascular protection breakthrough in several decades, on top of not really reporting that, you now imply either $PFE is uninterested or would be stopped by JPM? Adam, please…

Adam Feuerstein?Verified account @adamfeuerstein 7h7 hours ago

Hi Charles — I can’t cure your stupidity. Apologies.
4 replies 0 retweets 4 likes

ra fun? @ra_fun
Replying to @adamfeuerstein @chas1232123

Poor little Adam has had his feelings hurt too many times, he has been on the wrong side of Amarin too many times.

Charles Crosby Lyon? @chas1232123 6h6 hours ago

Thanks for taking time to respond. Still want help with your logic. My engineering degrees and extensive DD led me to facts about #Vascepa and $AMRN I summarized here, with a deep dive on placebo: Seeking Alpha article on AMRN facts Why do you think Dr. Bhatt and I and many more are wrong?

PantherFan? @PickingMyOwn 6h6 hours ago
Replying to @adamfeuerstein @chas1232123

Charles I sometimes get irritated at AF too but I don't get what you are on him about? He's a fan of $AMRN and thinks a B/O makes sense. He is skeptical that JT was engaged in negotiating in SF. So why is that offensive?
1 reply 0 retweets 2 likes

Charles Crosby Lyon? @chas1232123 2h2 hours ago

If $PFE doesn’t buy $AMRN, it won’t be because of JPM. AF downplayed #AMRN ‘s confirmed #Vascepa breakthrough, severely over-stressing very minor placebo concerns. Understandable error, but instead of correcting he endorsed the indefensible Herper hit piece, and more jabs.


AF has a poli-sci degree. I'm guessing the poli doesn't stand for polite, and the sci doesn't have much to do with real science.