Amarin Corp Plc (AMRN)

[IgnoranceIsBliss]

So we're trading nice and firm, but hardly "rocketing", and I guess that makes sense.

This was a big box to check, but there are other big ones of course. I'm not going to include that we might not get the label expansion -- we will, but the breadth of it is obviously an uncertainty.

So what's out there now:

- Will there be an AdCom -- the market won't like it, even if it is basically benign in nature
- What will the label breadth be?
- GIA or BO? The question will never go away...
- Will there be another equity raise? My sense is that this is the biggest overhang in the short term. The guidance that marketing expansion will be accelerated naturally opens the possibility of another raise to provide up-front funds for that acceleration.

I really don't want to see another equity raise. But the possibility has to be considered.