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Re: Ajax133 post# 16194

Thursday, 10/10/2013 12:06:57 PM

Thursday, October 10, 2013 12:06:57 PM

Post# of 429563
Unfortuantely at this point, WS doesnt believe the AMRN story. Despite Marine, Anchor and patents, the only things they know is no NCE, GIA and uncertainty on outcomes.

While ironically GIA could mean a greater price longer term, and NCE is not nearly as important as the patent moat, these are huge negatives right now for the risk averse dumb long only mega funds.

HOpefully outcomes uncertainty fades, starting tomorrow morning. Just like big pharma, big long only mega funds would rather buy higher for a derisked story.
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