Replies to post #298349 on Amarin Corp Plc (AMRN)

[Lrich]

I disagree on the valuation.

I agree management sucks. I don't think though that Amarin has a snowball's chance in hell of breaking $20-25, basically ever, short of a buyout. Longshot would be if they quit throwing crap at the wall and burning cash in the USA.

The reason I'm pessimistic is that the ramp will be too long and slow in Europe. Amarin will end up diluting a few more times. Each dilution will bring in a pittance while exploding the float further. That huge float will then cap the stock price due to people looking at the market cap.

I'm in the buyout or bust camp. This is magnified by my belief that JT wont be replaced except in the case of a buyout.

[circuitcity]

I totally agree, discuss with teva, apotex or even H for the god sake, make a business partner ship with one of them to launch authorized generic. Then they can dominate the reduceit and marine combined markets, which is roughly 50% US market back. The ramp up to peak should be quicker than amrn alone actually.

Even better, this business model will likely go beyond original 2029 date, so we could theoretically restore 100% of market value in US.

Any generic should be motivated for this deal as well, this way they get 1/2 vs 1/5 of the pie and the pie should be even bigger because amrn will continue marketing.