Amarin Corp Plc (AMRN)

[Jamaalish]

"or perhaps JT will step down to allow for someone else to take AMRN to the next level.”


Agree with this analysis. If they do GIA, JT may not be the best CEO for that next step. I understand his background is not with BP but rather with companies in a similar position as Amarin. He has shown himself to be an excellent leader for Amarin as a relatively small drug company trying to launch a promising product, where cash flow and expense management while staying extremely focused on the priorities means everything. The financial side of running a business is his clear strength. No doubt he must be a strong leader in other areas too. But as far as I know, one thing he does not have is significant experience in BP, let alone running one of them. Not saying he couldn't become a great CEO on the next level, and he may need to go in that direction if the path is GIA, but I'm not convinced one way or the other.

Just speculation, but to the extent JT has taken on V as a personal mission, I believe he will feel his mission completed once he has label expansion and either has Amarin sold or on a clear path to success based on revenues. After that, he can rightfully take a lion's share of the credit, along with Dr. Bhatt, for leading the company that introduced V to the world.

But also, to the extent he and others truly believe V should be given to as many people as possible, for as many uses as appropriate, he and others may feel V would be best in the hands of a larger company with more resources.