Replies to post #398184 on Amarin Corp Plc (AMRN)

[Number sleven]

Pdude, Laurent, I agree with you both. Given the current situation I think management has done a good job, stabilizing the US market, and negotiating reimbursement in Europe. I do think Dr. Denner should have representation on the board. I will not vote for 7 seats and the replacement of the COB. I also agree with JRoon. I haven't heard his plan yet. Management has given a plan. I think it will work. If Denner doesn't provide his strategy publicly, I can't back him for that much control.
Sleven,

[Pharmacydude]

Laurent
I agree with you and your examples of the other failed applications in Germany reinforce that Germany was not an Amarin (KM) failure but likely an under stated risk in the EU launch.
Your DD and stats analysis are always dead on, very valuable and factual but I would caution you that your reason to support Denner, although understandable, is more emotional than logical. We still don’t know what Amarin won in the HN suite. It may be something helpful in the Hickma appeal (due in April IIRC) or something to pressure other insurers.
As for MITIGATE, I do see some potential benefits from the data which could be useful for Germany, but I couldn’t resist the urge to poke Kiwi for fun.
The “real world data” that KM alluded to MAY be raw data from KP’s database as opposed to specially MITIGATE. Would MITIGATE, a fully registered clinical trial, qualify as “real world data” vs more clinical trial data?
I’m hoping Denner was just playing hardball with the SEC filing and that he is willing to settle for 2 seats on the Board.
A Tuesday morning PR that they have come to an agreement would be a nice way to keep this little rally going.