Just sent to Dr Ekman, the letter is harder to write than I thought, lol
He joined Sofinnova in 2008, same year started investing in amrn. Who knows how much position they have in amen? He is available on linkedin, more than 500 connections. He is a MD plus PhD, has a scientific and clinical background, worked for Pfizer from 1984 to 1997?
I agree with your valuation, certainly wish your numbers can realize with a BO soon.
I think the BO prior to 3/30 has to be $30+ cause our peak is $26. I like to think Eu value is 1/3 of total, or 1/2 of US because its complexity. Unclear on China. So the EU value to me is $10+. The reason SP is so low right now is simple, we all know nobody on the street believe in JT. His gia will drive amen to ground.
But same time, he has to have blessing from BOD and institution investors like BB on the EU GIA, right? How come that small circle is sold and nobody outside, isn't that amazingly odd, especially with JT's communication skill.
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