Amarin Corp Plc (AMRN)

[jessellivermore]

Re: "The Up Coming Buyout.."

I have been hearing about this "buyout" since Dec 2010...And everyone was just as confident it was just around the corner back in those days..Frankly the BO guys in those days had a more compelling argument..That was JZ was brought in to "sell the company"..JZ sold Lovaza..."That was what JZ does..he sells companies."..

That was before some of you on the board were even born..

I have never been a big fan of a buyout...Even so I have softened over the years and currently are more in favor of a buyout or anything that could remove the "legal Stone" from Amarin's shoe. I believe some of you earnest buyout guys are making a mistake and are omitting some considerations..

Here is why...Even though BPs have more capital to spend on sales marketing that does not take in certain concerns..The first is an existing BP. is not going to be devoid of other drugs...those in trials and those already in the market..So you can not simply look at the size of the stash a BP has...You have to consider where this money is going to be allocated..and rest assured Vascepa will not be getting all of it.

When I was living up in the Boston area one of my golfing buddies was a high ranking exec at Genzyme...They got taken out by an enormous Swiss BP..What happened next is Genzyme rather than continuing its innovating ways...Is.. rather than all that new money ramping up new drugs..Genzyme died..You don't hear about it anymore..The reason is now there was a whole new gang calling the shots and they all had their pet projects and none of them was a Genzyme program..

Also consider that most BP have and exist on a hierarchy of management which in every way is similar to the fictional corporation.."Teldar Paper" in Oliver Stones movie "Wall Street." They had 26 Vice Presidents and as Gecko notes.."I have been studying them for months and I still can not not understand what any of them do"...

So now you buyout guys are not going to see your money all going to marketing and selling Vascepa..Because first of all; before that, all those middle managers are going to have to be paid...And if you are tired of seeing JT and the Amarin gang rip off the company, well you aint seen nothin yet...

":>) JL