Replies to post #430437 on Amarin Corp Plc (AMRN)

[KnowNothingJonSnow]

I mean. We are. What gives you any confidence they will somehow figure out how to sell their only product?

[rosemountbomber]

I guess I would say that if sales here in the US are dropping faster than sales are picking up in the ROW, then the road points to that outcome.  Of course we think that eventually ROW should replace US sales, but that eventually seems to be coming at a snail's pace. The cash situation at end of qtr 3 looked good partly because they included a 15m payment received.  I just got my 2025 BCBS formulary and Vascepa is not on it.  What if more insurers follow BCBS and CVS, etc., and drop V?  They must be worried to some degree about cash/business for them not to have initiated some BB. 

[seve333]

Given how the company has been run the drop is not surprising at all. This conference was their one chance to deliver some actual real good news and it was a complete dud at best. With tax loss selling going below .40 can easily happen now.

[Birdbrain Ideas]

And that's the irony. There is light at the end of the tunnel. At some point, a tipping point will be reached in which income from the rest of the world surpasses the loss of income in the United States. At that point, the rocket fuel from the U.S. that propelled the company through the hardest and worst stages of obtaining approval and pricing in other countries will be but a flicker and the new engines will kick in, propelling Amarin to increased revenues and earnings each quarter. And then the share price will rise.