Amarin Corp Plc (AMRN)

[amarinbullfromchicago]

We proved the market wrong with original results, then thought no one was looking. Since then, the real investors have done a good job to acquire shares below market level (600m worth in secondaries) and pricing it fairly correctly, risk adjusted, on events. I thought AHA was assumed to be mediocre at best, as did many of us, but I think there was a combination of a short attack and already high Wall Street expectations. Our next 2 ways to blow the street out of the water are over 2 bil in yearly sales which seems to be the average consensus, and very good insurance coverage, which doesn’t get talked about much by analysts.

The cherry on top will be monetization outside the US, which I think is the only thing we have under performed in so far (if we had a solid euro deal in Jan, we would have missed 2 rounds of secondary and been much higher with sales projections getting super bid up by now). I hope we execute a solid euro partner/plan by EOY