Amarin Corp Plc (AMRN)

[Jeffkad]

Sharing some investment ideas: while we wait, thought I’d share some interesting plays:

IOTS:This is a 7% (14% annualized) arbitrage play available right now. IOTS (Adesto) being acquired by Dialog for 12.55 ps, but c-virus has just knocked price down to 11.64. Make 91 cents by September deal close. No reason to think deal won’t close as It’s a great fit for Dialog and IOTS is a strong company on its own in a great growth space, so you wouldn’t mind owning it even if merger somehow fell through.

PAVM: very interesting medical device play, with numerous products, 2 just moving into commercialization with a strong pipeline. $100M market cap with its first products showing a $2B+ TAM. I never give credence to TAM, but rather prefer to see if a small but realistic percentage of TAM is achievable, and how that would impact cap. Considering how little of the TAM is necessary to blow up a $100M market cap, this is a bet I’m willing to make based on the product suite. For DD, check out several recent SA articles, and go to PAVmed website for investor presentation as well as latest 10Q. You should have good feel for the company based on this info. Interested to get opinions here as this iHub group is a great collection of some very smart people (and some characters too lol).