No new news from investment conference, but there should be some good Q&A today on investor conference call.
My new editorial should be ready this weekend, its long with lots of information, new perspectives.
My current belief is that Amarin has broken off talks with past suitors due to price being too low for a buyout. In terms, they took a gamble launching, and now suitors have backed out because why get involved now for the Marine indication? Let AMRN do it and see how sales go. I do believe GSK has entered as a much more interested party, whereas they were not before. They are scared as hell for Lovaza's future, known as fact.
Also, for a fact, Amarin has rejected more than one partnership deal. This is not the course they want to go.
The major catalyst (and it always was) is ANCHOR. Renewed interest and strategic discussions will revolve around that over the next several weeks/months. A suitor will need to get in as soon as possible in order to pay the lowest for this indication. If they wait for approval, they will end up paying more than $35. The only way AMRN launches Anchor on its own is if they have surprising success within a few months on Marine.