Amarin Corp Plc (AMRN)

[alm2]

Holt going -it’s no big deal but A will benefit from his departure
Coverage going in part in USA - perhaps not unexpected and they have enough cash with buy back to last a long time
USA income stream is not dead but reducing
Other things may develop favourably - litigation new usage of drug etc -but who knows
However
This is a long game 15 years of income stream in Europe and ROW -it’s a question of how that grows
Or how a buyer of A thinks they can grow it
It’s a share at its cash value presently
I suspect a buyer will think they can make it work if they have the existing sales infra structure
Sure the buy back will start
That is a big first step ….

Ok it’s no fun holding this share but things can get better -if it takes 5 years so be it
If you can sit it out it’s most likely to be to your benefit
Alm