****From YMB****
shyt reads like a top selling thriller novel...***
I have been invested in the company nearly a decade now and never before have I felt so close to the victory parade as I do now.
During my tenure of being a stakeholder I would break it down into 3 separate acts.
Act 1 from 2010 marine to anchor and the adcom disaster of October 2013 in the moment cursing corruption of the fda, Mary parks, to only learn later the nce asking for cvot was right. Act 1 in my mind culminated in 2016 w woodcocks memo basically giving full endorsement should Amrn want to market superior epa grade “fish oil” and become a major DS player. But, alas, Act 1 ended w the continuity of going all in w reduce it.
Sure, there was drama along the way. Joey Zs famous line more suitors than employees, the resistance of pfe overture on the cheap, diluting shares, equity raise and doubts whether might Lovaza would ever loosen its grip.
But into Act 2, circa 2016 welcome the arrival of Julian and Felix Baker, buy in from them that the cvot designed for reduce it could, maybe, somehow, possibly, so you’re saying there’s a chance (jelis reinforces) that the rrr would at least be 15%. Fast forward to aug 2018, the mad hatters at stat, Herper and Feuerstein interviews Dr Budoff and he says 85% chance of reduce it w 15% rrr and those guys being dumbfounded by Budoff being so bold. Act 2 culminates on 9/24/18 430am est when 25% rrr hits the wires and the pre market explodes.
Act 3, the true test and final act.
Wall Street now says prove it. AHA buildup into Nov and little underdog meets the mighty forces of BP, HFs, shorts, Stat, Cramer, all of them and they say be ready for the fight of your life. That Saturday in November 2018 should have been mainstreamed blitz of the 2nd coming of penicillin but instead the big boys owned the school yard and wanted to flex their muscles. In the 14 months since reduce it, Amrn has had the Herculean task of de risking it all.
And medical community has come aboard, ADA SOC, w endorsements plus recommendations from ACC, AHA, NLA, ESC, ESA, Mayo, NEJM, JACC. And JT boldly dares to fight the headwinds.
Tackling DS head on, constant short attacks, yet as he preserves Baker is the guiding light, holding their 12% stake and having Edelman, Cohen and other HF come aboard l. Meanwhile more tutes join in, retail flees , yet JT has Bhatt and reduce it data keeps on giving more goodies. Systematic inflammation countered by V=Nash, Alzheimer’s, Diabetes, Cancers, list goes on and on.
The final act concludes w the biggest David vs Goliath fight of all time. Amrn vs fda. Will fda hold Supreme Court grudge? Adcom fears, DDI, yet JT has the heart of a lion, eye of the tiger, a rocky balboa if you will and says the widest, broadest primary label is indeed backed by the cvot of reduce it, proven w moa from evaporate and what’s about to happen is a SHOCK the WORLD LABEL
70-130m patient population and to all the doubters that can’t see it. It’s happening. The widest, broadest label, beyond primary is about to hit the wires.
Michael Yee flew to London w JT and in his private investor note admitted to sandbagging estimates and great confidence in the mother lode of all labels.
So the final act concludes w fda hitting the wires on the news of the new label.
So, all this banter, yet why do I feel the victory parade is insight?
FOMO meet AMRN
AMRN meet FOMO
You danced w Beyond Meat, ROKU, but in the world of bios there’s never been the Absolute, Truly, Unbridled, Real Deal UNICORN, the once in a generation, transformational paradigm shifting, DS destroying, high stepping, high flying, volume play that is Vascepa.
The price controls, pps manipulation has been all about the conclusion of Act 3, the fda label and alas, once that label hits this goes bonkers. Pps will rocket
Rumors have always been JT wants $40b minimum, but how do you get there? Wait a couple more years for $5b sales or pps rise happens fast then M&A hits. JPM just around the corner w binary news on label, the Reddys/Hikma case soon to settle, it’s almost too perfect.
Sleep easy longs, the news is coming, will it be in the next 6 hours or 2 weeks, WE will find out soon. But, get ready, if you’ve been through the doldrums of the dark days patience will be rewarded multi fold.
It’s happening, it’s coming, after the label this is gonna move fast in a hurry.
I'm telling you brehs if we continue to put our heads together and keep finding picks like this we can really make bank. We are on a roll recently Amarin,HEPA,Clovis, and AUPH.
this is looking like it'll be a December to remember.
