Replies to post #301425 on Amarin Corp Plc (AMRN)

[Lrich]

- sold 23,771,368 in Q2

Source? That's a bold claim, considering that would represent well over 50% of their holdings.

All sources show that they did not change their position in Q2

https://fintel.io/so/us/amrn

or

https://fintel.io/so/us/amrn/baker-bros-advisors-lp

[ilovetech]

HDG, as always exceptional DD.

ILT

[bidmark]

Didn’t you, around the time of Reduce It top line results, say the company should get buyout offers that could include three numbers, suggesting a buyout of $100+?

[circuitcity]

HDG, appreciate you coming over and share more, you know I always respect and value your input. Thanks a lot.

I think I got what your are saying and agree with with most, such as Reducebit is weaker than marine. This is probably true and it was why amrn was not bought out long ago and ps tanked right after label approval last dec, because generic can always attack reduce it label and probably win, right?

But I am still confused then why amrn chose to run reduce it trial? This is pretty shaky parent according to you to start with. Why so many invested esp you at the first place? Why generics did not attack reduce it label or were they planing to if they lost this marine case. All of sudden, you think reduce it is a clear loser, which I am not sure about.

I do agree reduce it sounds weaker than marine, but with marine, we suppose to win by a lot and reduce it should still be a winner but not by a lot. That is my view. Amrn should have know all this, then they should have sold with a reasonable expectation, they should have settled with h and r whatever takes because reduce it is even weaker and they will attack reduce it anyway if lost.

[Triple88]

G
Thank you for your additional DD & perspectives
Much appreciated

[eightisenough]

HDG-you have 0 clue. why you invested if patents invalid? Answer: you know they are valid (you even thought 80% we win the marine case), but now you're leaving so you cast doubts on everything. Nice try.

8

[eightisenough]

HDG-Jelis is differentiated: "Although promising, the JELIS trial was limited by an open-label design, lack of placebo control, and geographic limitation to patients in Japan."

Stick to accounting as you said, you are just an accountant and have no idea of patent LAW.

8

[Whalatane]

HDG. thx for the clarification and confirming AMRN's expectation of 10 yr EU exclusivity .

I agree with your pt of view however am curious as to wether AMRN could make $ supplying Apotex for a "partnered " generic V launch in the US
Pronova made $ supplying API to Apotex when Lovaza went generic. Yes Pronova had the processing facilities but in this case AMRN has API supply agreements with Nisshan ? that they may not fully use ....and may be more favorable than what Apotex can secure

Good luck and thx for all your DD
Kiwi

[Biobillionair]

My very last post to your very last post:

ps.: Baker B' holding:
- sold 23,771,368 in Q2
- most likely sold (at least) 2,385,078 in Q3 ... but could be 5,160,378 ... or more

I see this as a positive...Bakers is as happy as the rest of us:(

BB