Amarin Corp PLC (AMRN) オプション

Suddenly this Michael Torok found amrn bod and senior management very transparent

Probably but I am guessing the price will be nothing great. But maybe even just breaking even at this point is a win. I dont think your 100 share is going to happen even at post split price.

No issues whatsoever!

Ram, you have issues with a fund publicly critiquing Sarissa and holding15M shares getting a seat on the board? Better than the complete silence the pasts months

Preliminary proxy out today. May 13 meeting. I guess we don't have to vote on Torok?

https://app.quotemedia.com/data/downloadFiling?webmasterId=90423&ref=319066966&type=HTML&symbol=AMRN&cdn=b8f79a86c528808a10abd4f9fa53ff99&companyName=Amarin+Corporation+plc&formType=PRER14A&formDescription=Preliminary+Proxy+Soliciting+materials&dateFiled=2025-04-07

https://www.linkedin.com/feed/update/urn:li:ugcPost:7314327326266134530?commentUrn=urn%3Ali%3Acomment%3A%28ugcPost%3A7314327326266134530%2C7315082881888858114%29&dashCommentUrn=urn%3Ali%3Afsd_comment%3A%287315082881888858114%2Curn%3Ali%3AugcPost%3A7314327326266134530%29

JRoon, good thinking. I think your speculation is logical. And, I echo Orbapu's hope that it plays out that way. The only negative spin that I that I had to contort myself into to come up with was if Denner decided to bring this guy in and then drown him out in the BoardRoom. But I think that is unlikely. I think he was brought in so as to share the "plan" with him and that way too, they did not have to publicly respond to him, potentially giving away any details they would rather keep under wraps.

Agreed, although my hope is that their intentions are true, and just want the best price possible.

I also hope Sarissa does not drag them into something that ends up being a net negative for "ordinary" shareholders.

This cloak-and-dagger shit has to end.

It just adds another slimeball hedge fund to the mix...... now if they'd just manipulate the price much much higher.

Probably not, but it's a good theory! 🤣

Hope you're right. 

No, I don't think it actually ADDS anything, but I think it might be a sign of something.

If Sarissa didn't have a plan, they likely wouldn't want outside board members coming in and seeing a train wreck. The fact that they allowed an outsider on board, seems like a signal that they HAVE a plan, but don't want the plan to get disrupted by outsiders creating waves.

That's total speculation, but just putting myself in Denner's shoes. If we knew we were screwed, I wouldn't want to share that with anyone. I would probably just fight them publicly, or appease them with some other message. But I wouldn't invite them into the "Circle of Trust" (yes, I'm quoting Jack Byrnes in Meet the Parents😁).

Probably not but he must bring something to the table or they wouldn't have added him.

Really glad none of you sold that stock after my warning back in 2017. Turns out, you were all right and I was the fool for leaving. While I bailed, you geniuses held strong—and now you’re billionaires. Meanwhile, I’m left watching from the sidelines, regretting every bit of it.


Wednesday, August 23, 2017 2:51:24 PM

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OK I am going to start posting some actual real world info - obviously no names - to explain why I am changing my views - todays case

patient age 45 started vascepa 2013 trigs 409 - fu readings 294 284 reading today 411 yes they are taking med as prescribed - just an isolated case - many possibilities why this occurred ...problem is I am running into more and more such "ISOLATED " cases.

SO now you can all get upset at the canary who just died in the coal mine - its the canaries fault - get mad at the canary ....

Once again I am just making observations about the reality that I am experiencing - I am sorry that this reality does not match your dreams

I doubt adding a board member from some pipsqueek investment firm that none of us ever heard of is the salvation we've been hoping for. 

In case you missed it.

https://www.businesswire.com/news/home/20250319307992/en/Concerned-Shareholder-Group-Urges-Amarins-Board-of-Directors-to-Initiate-a-Strategic-Review-Following-Two-Years-of-Underperformance

I'm glad I bought my car before Liberation Day

https://finance.yahoo.com/news/tariffs-lead-2-million-fewer-130613271.html

Shit is about to finally get real interesting IMO

Yep, less than 10 days after the Torok letter.

https://www.businesswire.com/news/home/20250319307992/en/Concerned-Shareholder-Group-Urges-Amarins-Board-of-Directors-to-Initiate-a-Strategic-Review-Following-Two-Years-of-Underperformance

While we welcome the opportunity to speak with you about the viability of this approach, we feel the Board should respond publicly given the commitments you and Sarissa have made to shareholders – both when seeking support at the 2023 General Meeting and more recently.

While Amarin did not publicly respond, they obviously took Torok up on the opportunity to speak with him and have decided to bring him in. In their letter, they chastised management for poor performance (stock dropping 80%), for announcing a buyback and not following through, and in a sense criticized the RS. The thrust of the letter imo was for a strategic review. So it seems there may be a bigger push to try to sell the company.

https://www.stocktitan.net/news/AMRN/amarin-appoints-jec-capital-partners-michael-torok-to-board-of-wsx35vchhf9w.html

So “Concerned Shareholder Group” now has a seat on the BOD. That was pretty quick and easy.

Wow. That's interesting. I guess that's why he had Mark DiPaolo step down.

Amarin Appoints JEC Capital Partners' Michael Torok to Board of Directo rs
DUBLIN, Ireland and BRIDGEWATER, N.J., April 07, 2025 (GLOBE NEWSWIRE) -- Amarin
Corporation plc (NASDAQ:AMRN) today announced the appointment of Michael Torok,
Co-Founder and Managing Director of investment firm JEC Capital Partners, as a member of the
Board of Directors, effective immediately.
"On behalf of the board, I welcome Michael. His financial expertise, experience on other boards
and, as a fellow shareholder, his shared priority to continue focusing on strategies to maximize
shareholder value, make him a beneficial addition to the board at this time," said Odysseas
Kostas, MD, Chairman of the Board .

IMO a buy-out specialist is behind today’s BOD announcement. The company is positioning in a BO direction and it’s as plain as day. Squeeze the shares in the RS; maintain NASDAQ position for BO execution , bring in a BO specialist

“Musks support of the far right” aka common sense…

Kiwi, I told you why sales were down early in Q1. You picked January......of course the would be down in January....

https://driveteslacanada.ca/news/tesla-sales-surge-in-china-as-q1-ends/

With the surge in sales, Tesla has been able to surpass its year-to-date (YTD) performance from Q1 2024. As of the end of March 2025, Tesla China has recorded 137,200 registrations, up about 1.8% year-over-year, despite operating below full capacity during much of the quarter due to the Model Y transition.

Sure doesn't seem like backlash to me if Q1 sales are up 1.8% over Q1 2024. Stay tuned.

I don't expect AMRN to do much of anything until the 1:20 share reduction...... and you don't even own shares. What are you waiting for?

Ram Tesla sales in China have experienced declines in 2025, though the situation is nuanced and varies by time period.
In the first quarter of 2025 (January to March), Tesla's sales of China-made electric vehicles dropped significantly compared to the previous year. Specifically, Tesla sold 172,754 China-made cars (including both domestic sales and exports) in Q1 2025, a 21.8% decrease from Q1 2024.
This decline was particularly stark in February, when sales of China-made EVs fell 49.2% year-over-year to 30,688 units, marking the lowest monthly figure since August 2022.
January also saw an 11.5% drop, with 63,238 units sold compared to 71,447 in January 2024.

The new model Y may help but theres sure to be IMHO a blackish against anything and anyone connected to Trump in China
Good luck
Kiwi
Pray Denner buys more AMRN

Kiwi......I'm not sure which of my positions will lose more tomorrow........I have a ton of AMRN so it doesn't have to go down more than a few pennies for me to lose more in AMRN. One is at $238/sh and the other is at .40 cents/sh. You are very wrong about China. TSLA has their largest factory in Shanghai. Locally made by Chinese workers and bought by the largest market on earth. The Chinese could care less about Musk's politics. The EU does what the EU does....look at the uptake of V there. Tesla has a Giga factory in Berlin...... no unexpected declines there either........ we shall see how it all plays out. The US market is another story altogether....... if you want a Mustang Mach E or a Ford lightning EV or any of the GM models, are you willing to pay 25% more than their already high prices...... and those are the so called US brands. How about the Korean or EU brands? 25% more now. And the conventional engine cars will have the same issue. We all better hope the trade negotiations between the countries work out.

Ram. which of your positions will go down the most tomorrow ( if the futures hold ) ..TSLA or AMRN ?
I'm betting TSLA ...how about you .?
Buying Tesla in China will now be seen as unpatriotic ...sales will plummet .
EU ..sales are already plummeting since Musk's embrace of the far right .
Canadians aren't buying anything tied to Trump and any country that allows sales of BYD's cars is seeing TSLA sales vanish .

Denner can save AMRN's stock price , if he chooses . Doubt Musk can save TSLA's any time soon.

Good luck
Kiwi

TSLA will most likely go down more tomorrow...... it's a very volatile stock anyway. The one advantage TSLA has over any other car company in the US is that they are 100% made in the US....... same with Rivian and Lucid..... they have some components made elsewhere but not alot. The main reason Tesla sales dropped in Q1 is they shut down manufacturing of the #1 car in the world (the model Y) for at least 3 weeks in all 4 factories in the world..... you can't sell something that you didn't make. They still aren't offering the RWD model Y in the US yet. They just put the Long Range AWD version on the web site 2 days ago...... stay tuned!

Ram ..Any country that allows BYD's EV's or hybrids into their market ...tanks TSLA
Tesla’s sales in Australia peaked in 2023 with 46,116 vehicles delivered but dropped to 38,647 in 2024, a decline of about 16.9%. In the first quarter of 2025, Tesla’s sales fell further, with reports indicating a 59.6% drop compared to the same period in 2024, totaling around 17,937 electric vehicles (EVs) delivered.
Meanwhile, BYD has rapidly gained traction.
Since launching in mid-2022, BYD reached 40,000 cumulative sales by March 2025, much faster than Tesla, which took until the second half of 2022 to hit that milestone after years in the market.
In February 2025 alone, BYD sold 3,281 vehicles, including a strong performance from its Shark 6 plug-in hybrid ute, while Tesla’s sales slumped to 1,592, a 71% drop from February 2024.
Most of the EU now hates the cars because of Musk's support for the far right
So good luck with that
Yes I agree ..great cars ...doesnt mean its a great stock as they are losing market share ex USA .

Meanwhile ...which will go down the most tomorrow ..if the futures hold ...AMRN or TSLA ??

Kiwi

Yes Kiwi.....I'm still buying.....all this TSLA noise is only helping me buy at bargain basement prices...... as I keep trying to tell you. Tesla is not a car company..... the cars are fantastic but they are just hardware that demonstrates what the AI software can do....... soon you will see the driverless taxi's in Austin..... and later this year, the Optimus humanoid robots in factories. Of course, if the other party gets back into the big house, they will re institute DEI and these robots will have to have racial components and LGBQT++ tendencies at least until the proper quotas are met ......Tesla powerwall and MegaPack energy storage is growing like crazy. The Tesla brand crisis is overblown...... the Model Y in China volume is now at record levels.... we shall see what Q1 earnings look like for TSLA on 4/22. Alas, who knows what the future holds but Kathy Wood of Ark invest has a price target of $2600/sh by 2029 based on the Cybercab/Robo-taxi business alone.

By the way, I did buy a Model Y in December. Amazing car.

Uh oh ...weren't you buying TSLA recently ?
One of Wall Street’s most bullish Tesla Inc. analysts slashed his price target for the stock by 43%, citing a brand crisis created by Chief Executive Officer Elon Musk and US President Donald Trump’s trade policies.
Should have stuck with AMRN ..well depends if it takes out its low tomorrow .
One thing I agree with poster Tats about ...watch to see if / when Denner adds
Good luck
Kiwi

Well he's sponsored by Amarin . EU health dept are more likely to be concerned with how they fund their existing programs tomorrow ( rather than start new ones ) given the way S & P futures are tonight .
Meanwhile Dear Leader won his golf tournament at his golf course ... so no worries
Kiwi

https://stocktwits.com/SanDiegoLiving/message/610632551

I agree North.... great weekend all around. Except for the gloomy weather up here in the Northeast..... and an excise tax bill I received on Friday for a car I bought in December......since my roads are like driving on the moon, I don't now where this tax actually goes.

Spouse' brackets had Auburn and Duke playing in final. She agreed Houston deserved the win. I was surprised how deftly both Florida and Houston handled Auburn and Duke in 4th quarter of respective games.
This afternoon, I watched the 30' celebration on the Islanders' home court as Alex Ovechkin achieved 895 goals, all-time NHL record. It's been a "fun" 2 days in sports, but the encouraging news posted here today re Amarin's current potential rivals that fun, prospectively for us, IMO

Hey Nuke, great final four games...... Houston deserved that win the way their defense showed up at the end...... I was disappointed in Duke though that when it really counted at the end, they didn't have a simple, surefire play to inbounds the ball..... basic stuff that they should have practiced a million times...... I kind of blame the coaches.

Thank god for wives!!! Mines keeping me alive for the insurance payoff. The longer I live the more money she gets.
How about the Cougars ( University of Houston)? They were behind the whole game and pulled it out in the final moments. Despite Duke’s (Cooper Flagg) valiant effort. So, it’s Houston and Florida in the Finals.
Hope everyone is having a great day.
April 11th this Friday glta

Thanks Captain; I can vouch for the anti-viral potential for Vascepa with our 2 person study (RWE). Sadly my wife and I both have Herpes Simplex. I take Vascepa, my wife doesn’t (cost & doesn’t meet the criteria). I haven’t had a herpes break-out since I started V over 10 years ago. My wife gets an incident every year. Her Doctor prescribes Valacyclovir which helps her. I’m assuming her medication is generic. It’s manufactured by Aurobindo?

Is IPE the modern-day aspirin? It sure seems to be with its broad range of potential clinical benefit.
Here’s another: “Antiviral activity of eicosapentaenoic acid against zika virus and other enveloped viruses.”https://t.co/fAFih6z0uZ
It’s the EPA Stupid!— Mike Everts (@GeoWizz_) April 6, 2025

https://www.biopharmadive.com/spons/is-2025-the-chinese-year-of-biopharma/738274/
Sleven,

I owned MDCO up to the time Denner sold it to NVS.
Do you know how much effort in Euros spent or clinical trials run ...including the current ones ...NVS has committed to launching / advancing Inclisiran in the UK /EU .
Doubt they want to follow that blueprint with AMRN ...unless Denner basically gives the Co to them, simply to extract himself from it .

Kiwi

Thx ...so when are you starting your PCSK9 ?
Some advice on self injecting it .
You know it's kept refrigerated which means your health provider won't mail it to you. In my case it's about a half hr drive to get from my nearest Kaiser pharmacy .
Kaiser will only dispense the syringes ( not the push / click ) to me .
Once back home dont try injecting it right away . Until your PCSK9 has been at room temp for about an hr it's ...you would know the technical term for semi jelly like ....as it will " burn " trying to get it in to the fatty tissue about 6 in away from your belly button.

So if you are right handed, you try and maneuver the syringe across your waist to the area you are pinching with your left hand ...and insert the needle at around a 45 degree angle .
Now the trick when you are about to insert the syringe needle is that you cough at the same time . Coughing diverts your mind from any minor pain you may experience inserting the needle .
Once you get the needle in you slowly inject what is a fairly large amount of PCSK 9 and then once you remove the needle ...deal with any minor bleeding issue that may arise .

After you've done all that you know what you think ?
How lucky are those that only have to take a generic Statin with their Vascepa ( brand or generic )

Kiwi
Repatha , generic Crestor , generic Vascepa

https://stocktwits.com/SanDiegoLiving/message/610605857

https://stocktwits.com/SanDiegoLiving/message/610606470

Antiviral activity of eicosapentaenoic acid against zika virus and other enveloped viruses
Front. Pharmacol. , 04 April 2025

”Results: EPA was found to inhibit ZIKV infection in vitro without causing cytotoxicities. EPA exhibited antiviral activity in the early stages of the ZIKV life cycle quickly. Mechanistic experiments showed that EPA disrupted the membrane integrity of viral particles, leading to the release of viral RNA, together with the interruption of ZIKV from binding, adsorption and entry, and ultimately the inhibition of viral proliferation. Furthermore, EPA exerted antiviral effects against DENV-2, HSV-1, and influenza virus, in a dose-dependent manner.

Conclusion: These findings suggest that EPA is a promising broad-spectrum antiviral drug candidate.”
https://www.frontiersin.org/journals/pharmacology/articles/10.3389/fphar.2025.1564504/full

$AMRN Triple-Combo Conclusion:

“The addition of PCSK9 inhibitors and icosapent ethyl to statin therapy enhances plaque reduction and stabilization in CAD patients.”

BEYOND STATINS: THE COMBINED IMPACT OF PCSK9 INHIBITORS AND ICOSAPENT ETHYL ON CORONARY PLAQUE THROUGH SERIAL CORONARY CT ANGIOGRAPHY - ScienceDirect

https://www.sciencedirect.com/science/article/abs/pii/S0735109725026348

DMC8
Could this be what LBL referred to when he posted that he was
"just waiting for the MDCO blueprint to play out" ?

“The lipid management pathway for secondary prevention of cardiovascular disease has been updated. Changes include:

A statement has been added to ensure statin intolerance pathway has a clear emphasis

Further highlighting of the position of icosapent ethyl (Vazkepa®)

Inclisiran option for prescribing has been made clearer”

P.s: Inclisiran (Leqvio, former MDCO‘s patent and now NVS).
https://gmmmg.nhs.uk/updated-lipid-pathway/