Replies to post #324513 on Amarin Corp Plc (AMRN)

[louieblouie]

Exactly! He can't sit on his thumbs....he has a business to run.....until it is no longer his job to run it. Ridiculous to think otherwise.

[HDGabor]

c-

Not really! AMRN must proceed in a GIA fashion even if a BO were in active discussions

It is true ... every company has to operate as GIA till Bo'd. The difference is the "level / fashion"

because AMRN must demonstrate that they are capable of GIA even if the company were not sold.

Nope. Amarin does not have to demonstrate anything ... it is not a pissing contest or WWE. Amarin is running as a GIA for a long time, nobody has any doubt about they could run as a GIA forever.

if a BO were in active discussions

I take "active" as real, strong interest when the outcome is more likely positive in the near future ... In this case nobody start a new, long term project (new Co. in Switzerland), hire new (additional!) employees ... throw money out of the window.

Simple logic is that Vascepa's approval in Europe is worth much more in the hands of an established BP there that has a massive sales force than it ever would be in the "capable" hands of John Thero!

Maybe yes, maybe no ... but it is not a real question, the question is: Do the BP(s) value the Co for more than it worth as a GIA?

BP should understand exactly what Vascepa would be worth in their own hands.

I am sure BP(s) understand more exactly than you or me ... or anybody on this board ... the value of Vascepa, but it looks like it is definitely lower than most of yours since no BO YTD.

To avoid any doubt: GIA (Amarin) valuation is not a number by JT or the BoD out from the thin air, but a very detailed (realistic) calculation by the Co itself (and/) or by an external Co. (let say it is X)

If the offer (Y) - if any - is bigger than X the Co will be sold ... If not, will not be ...

Nobody - including me - ruled out a BO, however the communication, activity, etc. by Amarin suggest that the BO is not imminent (2-3 months) ... Again: it is about the numbers and is not about egos.

China is being set up for potentially making some BP a great deal of money if they can provide enough product for Eddingpharm. However, Europe is still the "Big Kahuna" money maker...in the right hands!

Looks like (currently) BPs think differently ... you are wrong or they are wrong ...

Best,
G

[Jasbg]

CBB@ I would newer doubt were you or Louie (and +half of this board) stands in hoping/wanting BO to happen. I absolutely 'do to'.

And yes' its all (could be) part of 'playing the game' - sure.

My comment were - Bye Bye BO - (inspired by ditto Blackbird) - just locking at Realty - you cant mention 'One Concrete Comment - or indeed Action' from Thero - that indicates a BO is on the table.

What ever comment (and actions) he makes it's always on GIA.

He in fact at one point said directly' - that Amerin did not wont to have to share 'potential profits' with another Company in Europe.
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So even that we all speculate/want BO to happen - there is Zero Concrete Evidence - that points in that direction.

If you or others here can point to 'anything concrete' pointing to BO - I would definitely see it as a positive :)

Jasbg