RMB, I can believe both that Denner is taking his time (as he does with most of his investments), and also may be intentionally dragging his feet, not communicating, and not really doing anything...to intentionally create frustration among shareholders.
I had really hoped & expected that we would hear something - anything - by now, about their strategy. Pretty much all they've done is cut some costs. That's great, but let's not forget, a BP is not buying Amarin's overhead. They are buying Vascepa. So a BP knows that all excess costs go away with a BO anyway. So cutting costs will save some cashflow in the short-term, but it does very little for a BO.
At the end of the day, this is 110% about the top line. And I do not see a single thing that Sarissa is doing that will impact the top line any more than previous management did.
But I sure as hell hope I am wrong, and pleasantly surprised. Like many people, I got into this stock thinking $25 BO range, which got tamped to down to $15, and now things are looking more like single-digits. I'll still make money on my $2.68 cost basis (unless all hell breaks loose), but it's looking more and more like it will be a major disappointment.
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