Replies to post #55957 on Amarin Corp Plc (AMRN)

[Ray]

Thanks for providing the updates for both Oppenheimer and ST. After briefly reading both sets of documents, it's interesting to note that PT's currently remain unchanged but upside potential exists. It's now time for management to execute given they have protection (NCE) and access to an uptapped market w/o competition for 5 yrs.

If you read between the lines, these firms appear to be a little unsure if management will execute and with what degree of success. Oppenheimer has it correct with BP interest. If we desire to remain independent, management better hit top-line metrics. I also smell dilution to offset future SG&A expenses.

[Invest83838]

Thank You Sam!

A lot of excellent data to digest as we see what really happens over the next year.

This sort of data is the real story of our investment in Amarin.

[rosemountbomber]

I reiterate that thanks Sam.

I also like the like line where if the company executes here, the Interim becomes a free option, and our sp could be buffered to a degree if Reduce-IT does not stop at Interim.

Some posters here have highlighted the fact that the Kowa website hides Vascepa and I worry that the Kowa reps don't have Vascepa as a top priority. Hopefully the company can address this and make sure that now that they will have the materials needed that they fire on all cylinders and get the scripts moving.

[jessellivermore]

Sam81...

Thnx for the up dates..Encouraging to see Sun agrees with my take on the company's great 1A win. Selling and being able to actually talk to your customer is a huge advantage over trying to convince him using only facial expressions. Expanding your market base from 3.5 million potential pancreatitis patients (alcoholics) to 35 mil T2 diabetics and mixed dyslipidemia patients is so big that should Amarin convert 20% of this cohort they would need major expansions in API production. Ten million users would consume 15% of world wide fish oil production..Time to begin to consider algae and other alternate EPA sources.

":>) JL

[marzan]

Amarin in its CC/transcripts indicated the length of NCE is upto the determination of FDA. With SunTrust's note, it could mean FDA might surprise us granting 5 yrs from 2015. Wait to see, IMO.