Amarin Corp Plc (AMRN)

[Will Lar]

Ham - IMO, 1) the only legit reason for keeping the team as they're part of the asset;

2) not so sure as those tasks are team work so losing JT is a setback but not a show stopper;

3) Nah, the list of good candidates is long after all Vascepa is an important blockbuster. Whether they can do a better job than JT is an uncertainty but I think it's very likely. Honestly JT can do an okay job, but he shouldn't.

4) not sure. Baker Bros are a passive investor similar to us so I doubt they would want to meddle in the management and strategy. But Amarin has been around for over twenty years. Most of us are only familiar with its history of the last ten years. What happened prior to JZ/JT in Ireland is not well understood. So there may be some historical baggage making changing either management or BoD difficult.

I agree with you - BoD is just as guilt as JT. if there is a new CEO, the first thing he will do is to change the BoD.