Replies to post #354857 on Amarin Corp Plc (AMRN)

[rosemountbomber]

Good post Alm

[couldbebetter]

Alm2, Very sensible post. Outside of a legal miracle, the only way that
the US market has a chance to be salvaged is through a BP BO that has a
competent and effective sales force selling Vascepa. Thero was wrong
about being able to grow the US market as well as limited supply for
generics. Pfizer knows how to market drugs and any involvement with
Vascepa at this time would include the tailwinds of the goodwill that
exists with Pfizer due to its success with the C-19 vaccine.

In Europe, Pfizer, (or any other Euro-centric BP) could use its massive
sales and marketing network their to ramp up sales. China as well could
be helped with a BP owning AMRN as a BP acquirer could find creative ways
to help with the launch of Vascepa in China. I see no advantage for
AMRN to wait for a BO. The sooner BP owns this the longer they will
be able to grow sales. Should Vascepa become a drug to treat the the
inflammatory effects of the virus, a BP such as Pfizer could take full
advantage of that as well. This is all basic common sense. I sure hope
KM understands this and does not make the same mistakes Thero made.
(The number one being that he did not sell the company.) Vascepa is a
drug that BP needs to market before it is accepted as a legitimate
Cardiovascular medication...Thinking otherwise is idiocy.

[Number sleven]

Alm, Thanks for sharing your opinion. I don't believe that Amarin would choose to leave the US. I don't see a need for it. I believe that we will likely get through the dismissal stage of the infringment suit. If the judge allows this to go to trial Hikma will have decisions to make. The rule 24/60 litigation is a bit beyond me. KM has not yet addressed how he plans to approach the US market. Until he does I don't have an actual opinion. Even if I had an opinion it wouldn't matter. I am not involved in any of the decisions that the company makes.
Time will give us the answers.
Sleven,

[sstyles]

That's the enigma tho....management is not really taking external steps (more PRs, bullish revenue guidance, etc.) to get the share price to creep up to support a $20 BO offer and there does not appear to be much in the near term horizon in terms of news to move the SP on its own.

Some have said prepare-IT 2 but I'm not holding my breath for Dr. Pablo Corral in November. He seems to be more interested in the focus on him and the big stage but that's another discussion. Spare me with the results need to be released at a conference for validity.

So here we are back to the SP that is stuck between $5 and $6. A $20 BO would be nearly a 4x from here. Not sure how we bridge that link stuck between $5 and $6 and seemingly silence from management.