Amarin Corp Plc (AMRN)

[zmanindc]

We all felt we needed just a bit more time for a buyout and got burned. What GS saw that we didn’t was the lack of execution. When these fund managers have time to question management in private Some may actually get an answer that makes them shake their head. For all the bashing SiriusXM receives the one thing they did to protect shareholders and grow value is ask partners to acquire stock. When they did bond and stock offerings, or signed new OEM partners they walked away shareholders. In all Amarin offerings not one direct placement with a pharmaceutical or supplier. V is in a trial with a Gilead drug, it would mean peanuts to Gilead to ask them to buy 3 or 5 million shares. When you have big friends you don’t get pushed around. That is how you measure management, by their alliances and partnerships.