Saturday, February 19, 2022 4:06:33 PM
rosemount, this is why I believe our only hope is Denner. As I have been saying...the fact that KM is a salesman is not a positive other than a short-term execution to get a BP to relent and make a reasonable offer. My fear is he truly believes that he can get sales into the billions in a couple of years. Stupid plan if that's what it is. His plan, though correct for a BP, will never succeed in AMRN's hand in the long-term. KM said himself that once the price is set in the EU, you can't go back and get yearly price increases. With inflation running hot, AMRN will have any increases in revenue because of increased volume eaten up by decreasing margins due to labor and fixed costs. Throw in years of exclusivity in the EU being used up before meaningful revenue does develop and we are looking at dead money. The opportunity of a sale is the next year. Hopefully Denner gets board seats this year. Everyone should support his candidates if possible. KM thinking AMRN can go it alone, as the article you posted points out, is a failed option. Watch what Denner does. As long as he is holding, we should be fine. I get a wiff of him selling and I am gone.
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