Replies to post #182158 on Amarin Corp Plc (AMRN)

[Yoyippie]

None of it matters it's what Amrn wants.....period.nothing else matters

[ggwpq]

Raf, please read the following fine post by V,

https://investorshub.advfn.com/boards/read_msg.aspx?message_id=147679806

From that article, May 2018 is the beginning of ONCE's BO talk. For Amarin, the earliest start for BO talk is the end of Sept 2018. However, according to Michael Yee, JT is not even taking any phone calls from suitors. So Amarin BO clock hasn't even started.

The Baker Brothers has vast experience in biotech M&A. I think JT is following BB's instructions every step of the way (e.g., no EU partner deal etc.) and will start BO talk only when BB instructs him to do so. BB is plotting the optimal time for the start of BO talk perhaps after label expansion when maximum value could be extracted.

The market will assign a stock price to AMRN upon label expansion, e.g., $40 or $50. We have no way of knowing what that price now. It depends on Amarin's sales performance, market sentiment, biotech sector performance, from now till that moment. The BO price will be a "control premium" over the prevailing market price of a BO news leak from reputable sources not named streetinsider. The control premium should be no more than 100% unless there is a bidding war.