Replies to post #382194 on Amarin Corp Plc (AMRN)

[RobinF]

I bet he is not worried about the MO debacle either. Probably already knows the solution.

[rosemountbomber]

Alm, I think #2 is the least likely. 3 or 4 most likely (I would prefer #4), but if he is blocked from those options, then he just may throw in the towel.

It is worth noting when speaking about undervalued, that when Denner first purchased Amarin shares, they were basically at break-even profit wise. Of course since then, more money towards the EU and scripts falling sharply over that year so maybe not more undervalued - still undervalued but maybe not more as the state of affairs are a bit worse.

What is hard to know or figure is the EU. If all the countries approve reimbursement and quickly (well we know the quickly ain't happening) you would think Denner should be able to quantify a value and get a Eurocentric BP to make an offer.

[ziploc_1]

alm...QUOTE..."3-act now in terms of -to change the direction of the company and over time see the SP recover and then sell"

This option seems the most beneficial to me....i.e. further development of

1. EU sales
2. China sales
3. Statin Vascepa combo
4. Once a day Vascepa
5. AG Vascepa
6. more indications for Vascepa

When the SP returns to double digits...then SELL Amarin to a BP and let them use their muscle to complete the task of making Vascepa into a world wide standard drug.(like Aspirin or Statin)

[Jasbg]

alm, Nice lineup of options.

I say definitely 4

This is what he does - and after voting he holds the cards to do it. Alternative - the BOD and management of Amarin - will read the situation and cooperate with Sarissa and Denner - but goal/direction will be the same - steering for BO.

[iwanderer]

alm2, It's a good reasonable list. I would like to add 2 mores to it:
5) Start trading AMRN like any "Predator" HF by using all trading tools to reduce the overall cost & to possibly make some real $$$. This option 5) may be a very likely option due to Denner's 6/3/22 13D filing

The Reporting Persons will continue to review their investment on an ongoing basis and reserve the right to, from time to time and at any time: (i) acquire additional Securities of the Issuer in the open market or otherwise; (ii) dispose of any or all of their Securities in the open market or otherwise; or (iii) engage in any hedging or similar transactions with respect to the Securities.

6) BEST for all longs, "INTELLIGENTLY WALK THE WALK" by calling for special meeting to vote out ENTIRE BOD & to change executive compensation to TRUE Performance-based compensation, AFTER purchasing additional only 1% (4M shares) of O/S to guarantee the majority. See Table below

[Meowza]

Denner-let’s put ourselves in his shoes

Armchair Dennering. I like it.