There are good reporters at Sun Times and Bloomberg who are likely to report on someone's interest in Amarin during next 90 days-maybe sooner. But remember that the stock will hit 20 immediately. as happened with Amylin this year and Amarin last year. As far as Patents or NCE--that will do little to budge the stock-by 10% or so. It will be Buyout rumor that will move the stock by>50%.
There is a precedent for FDA, when requesting a PH IV outcomes trial. When AMRN files an SNDA for the Mixed Dyslipidemia indication, the trial has to be meaningfully enrolled. At that point when FDA appeoves that indication, there has never been a drug approval SNDA for an Agency requested trial that didn't receive an NCE. That said,the delay could be related to the enrollment of the Outcomes Trial. You are spot on, patience is all that's needed.