Amarin Corp Plc (AMRN)

[retinadoc]

I suspect there are very few on ihub who support management, but assuming this is an investment and not an ongoing charity for BOD and management, can anyone say that the Street will ever have confidence in this team given the unprecedented dismal execution of the past 5 years? The current SP is not a reflection on Amarin's one stellar asset, but a clear and resounding referendum on the company's governance.

KM was brought in as European specialist, how much money was burned in Germany and in 2023 he still can't even give any guidance? Negotiating Europe for Merck is very different when you have an entire portfolio of drugs to do give and take, giving you leverage. Amarin has one drug, that almost nobody has heard of and patients are not exactly demanding. Ancient history, but I believe JT even said that Amarin would never try to do Europe alone. He got that one correct.

Sarissa has their work cut out for them, but at least they have an actual track record of creating share holder value.