La nota de JP Morgan de hoy en relacion al downgrade a AMRN:
"Following recent meetings with Amarin's management team, we wanted to share our updated thoughts on the story.
Overall, we came away from the metings with a view that Amarin continues to make progress on the V launch but that the broader ANCHOR opportunity remains the key value driver for AMRN shares.
While catalysts before the October panel meeting are limited, we continue to see value in the V franchise and remain Overweight AMRN shares.
AMARIN has retained outside consultants and is actively preparing for an ANCHOR panel meeting which is tentatively scheduled for October 16....Recent offering should provide sufficient capital for an ANCHOR launch.
While the timing of the secondary was clearly surprising, we believe the deal gave Amarin reasonable cash cushion to continue with the rollout of V including a standalone ANCHOR launch.
Amarin still will seek a partner to promote ANCHOR and the Company does not plan to expand much beyond its current 275 sales reps.
Partnership discussions continue; activity unlikely until around ANCHOR app. Amarin remains in discussions with potential partners and the co appears more open to potential ptshp for the ANCHOR indication although M&A is not out of the question).
Given current RX trends and recent secondary..we are adj our revenue and EPS estimates. We are also lowering our price target to $12 from $18"
----------
en resumen, no les gusta las ventas y no cuentan ANCHOR.
Lo de que tienen suficiente pasta a raiz de la dilucion para lanzar ANCHOR en solitario no me lo trago.