Amarin Corp Plc (AMRN)

[MNBioMike]

IMO, some good buying opportunities coming up in Feb/March.

Script # is embarrassing low. Everyone keeps making excuses for the crappy numbers (ie they're following a similar trend as prior years, etc), but what they're forgetting is that the biggest news in CVD in 30 years was released in Sept/Nov. Scripts should be EXPLODING, irregardless of whether it's January. Remember how many cards were in attendance at the AHA that were going to immediately start writing V? Thousands! This is the low hanging fruit period. The company should be on the airwaves daily, but they haven't been. They should be sprinting with the marketing blitz that they had years to plan for, but they're just strolling, if that.....

This is not an indictment on V, it's a home run. I've actually moved some of my EXAS position to AMRN in the past month because I think it's the best growth story out there, but I continue to be underwhelmed by the management group. They move slow and appear unprepared for a position they had years to plan for. Best guess is they're getting really low offers from BP, which haven't moved the wheels at all, so they're "not picking up the phone", and have continued to focus on the sNDA.

Should still be an incredible 2019, but the pace that these guys move and the strategy around marketing, IMO, one of the most valuable assets in the world, is mind boggling.