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marzan

03/31/26 2:42 PM

#447116 RE: DAR53 #447115

You’re mixing two different timeframes—fundamental valuation vs. catalyst-driven repricing. A buyout scenario ($1.5B, $3B, etc.) is a negotiated outcome based on revenue, growth trajectory, and strategic value. But what’s in front of us right now is a binary legal catalyst. If the Supreme Court of the United States acts—whether that’s a grant, deny with implications, or direction that favors Amarin Corporation—the market doesn’t wait for spreadsheets to update.

It reprices immediately based on removal of uncertainty.

If that overhang lifts, you’re not talking about slow, linear movement—you’re talking about a rapid sentiment shift, short covering, and capital rotating back in. That’s exactly the type of setup where multiples price moves can happen quickly, before any longer-term valuation (like a buyout) is even debated.

So yes, a $300 BO is a separate discussion—but near-term, a Supreme Court-driven inflection could trigger a sharp and immediate re-rating well ahead of any M&A outcome.
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Monk4444

03/31/26 3:21 PM

#447117 RE: DAR53 #447115

DAR
AD knows what he owns.
$300-400 sp range
Bullish
Bullish
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rosemountbomber

03/31/26 4:05 PM

#447118 RE: DAR53 #447115

That would be nice, the $300 a share. I believe the chance of that would be predicated on either the new formulation up and running, or somehow the elimination of Generics selling IPE. I do also realize that Denner, like some of us (most of us?) has reduced his cost basis. I guess my 1.5b is based on nothing really positive happening and somehow Denner is able to coax a buyer that they (the buyer) could mobilize on the new formulation.

Nevertheless, I think it would be hard for anyone to lose money from here in this stock. And, knowing my luck I wouldn't want to swap this stock (the devil I know) for something else as most likely I would take a beating on the new one if my history is anything to go by. So I will wait it out here. Hoping to get $75 but would happily take $300. I do have other stocks in my portfolio which have for the most part done fairly well.