Amarin Corp Plc (AMRN)

[couldbebetter]

ggwpq, Because you asked, here are my main concerns:

1. A GIA decision by AMRN would result in product diversification
which may be risky and expensive. Making AMRN into its own BP
is questionable. Why do that when we already have JNJ, PFE, NVS,
AMGN and others who have entire armies of sales reps in the
Cardiovascular field.

2. Certain small biotechs are infected by short sellers. This is a fact
of life in the field. One founder/CEO of an electrical transmission
company (ITC) was asked what kept him up at night. His answer was
hedge funds that sold short ITC's stock, keeping its value depressed.
His solution was to sell his company to a much larger company, one
that was too large for the short sellers to infect.

3. Amarin is not a name that most people and doctors are familiar with.
If Vascepa were under the Pfizer or Novartis label the drug would
have higher credibility with doctors as well as patients. (IMHO)

4. BP maintains an army of sales reps that have long established
relationships with their clientele. These reps are more likely
to get a new product to be considered than a newly hired rep.

As to the Baker Brothers I do believe that JT is listening to their
advise, no guarantee that he will take it.