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Replies to post #404778 on Amarin Corp Plc (AMRN)

Replies to #404778 on Amarin Corp Plc (AMRN)
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Birdrockboy

03/03/23 8:34 AM

#404779 RE: retinadoc #404778

RD -100% agree with you. With a time defined exclusivity as the company’s main asset, I suspect Sarissa’s focus will be immediate.
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shadolane

03/03/23 9:35 AM

#404780 RE: retinadoc #404778

I agree with your post especially the comments about management.
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IgnoranceIsBliss

03/03/23 9:45 AM

#404781 RE: retinadoc #404778

This is pretty much spot on. I would amend it only slightly:

- KM gets his chance to demonstrate he can pivot to a new strategy. The new board tells him his job is to get this thing sold in two years for $10 a share. He's either on board with that or he isn't.

- There is a decent chance that a subset of the board members will actually prefer the fresh air brought in by the Sarissa directors. I wouldn't assume it'll be a 7 vs 7 donnybrook right out of the gate. We may get surprised on that.