Agreed, it does feel like there is more pressure on Amarin, in a good way. A nice problem to have. Now all of a sudden they are very likely looking at an unexpected increase in demand, and if they want to take advantage, it would be helpful to grow more quickly than maybe they were prepared for. This development in some ways speeds up the clock six to ten months. That seems like a big jump. At the same time, I suppose they'll need to get a read on the market and actual demand before determining what exactly they want to do next.
Also agree JT and Baker Brothers likely get to control this process. Why shouldn't they? JT and company has worked so hard and diligently and strategically to put this company and the drug in an extremely enviable position. Just like Vascepa, I doubt very many people outside of the company give them as much credit as they deserve. Analysts may be making a mistake of thinking of Amarin like any other small biotech. They may just be assuming a buyout because that fits their template. But we all know, Amarin and its drug are special. I think most shareholders trust JT and the rest of the leadership to make the right decisions.
I was hoping to get more shares at low price this morning. Don't think that's going to happen now! I didn't find out about the big news until around 6:00 yesterday. Well, it's just another nice problem to have!