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Total Monthly Retail ONLY Data November-2016
V
TRx: 80,063 {vs 79,785; +0.35%} – Sector -2.29% - ATH
NRx: 30,645 {vs 30,561; +0.27%} – Sector -2.97% -(ATH = 30,981)
Ref: 49,418 {vs 49,224; +0.39%} – Sector -1.89% - ATH
Gen L
TRx: 254,130 {vs 261,970; -2.99%}
NRx: 92,263 {vs 96,004; -3.90%}
L
TRx: 8,811 {vs 9,280; -5.05%} -- ATL
NRx: 3,199 {vs 3,400; -5.91%} -- ATL
Monthly Retail TRx Market Share: 23.34% vs 22.73% --- ATH
Monthly Retail NRx Market Share: 24.30% vs 23.51% --- ATH
Monthly Retail Refills Market Share: 22.78% vs 22.27% -- ATH
louie HISTORICAL V DATA,
V
6-Dec-2013: 5,741
5-Dec-2014: 9,362
4-Dec-2015: 14,004
2-Dec-2016: 19,908
L & GL
6-Dec-2013: L: 87,561 GL: 0
5-Dec-2014: L: 25,875 GL: 54,354 (Total: 80,229)
4-Dec-2015: L: 3,862 GL: 70,044 (Total: 73,906)
2-Dec-2016: L: 2,197 GL: 63,081 (Total: 65,278)
SECTOR
6-Dec-2013: 93,302
5-Dec-2014: 89,591
4-Dec-2015: 87,910
2-Dec-2016: 85,186
V MARKET SHARE
6-Dec-2013: 6.15%
5-Dec-2014: 10.45%
4-Dec-2015: 15.93%
2-Dec-2016: 23.37%
JL (2)
I just figured that it was a reply to mine & isaeed
From our previous ATH week of Nov 4, V is +5.15%, GL +3.92% & L -1% & Sector is +4.07%
2015 Data & Rebound week compared to latest ATH Week 20nov-2015 & 4-dec-2015;
V +5.93%
GL +8.16%
L +4.49%
Sector +7.59%
JL,
All sector is up and it is consistent with historical rebound week after thanksgiving.
In 2015, rebound week was around 20% up and following weeks in December almost flat +/- 1% until Christmas week. As for GL it was down around 4%-5% following the rebound week.
is
that's 981 increase from that week & 976 increase from previous ATH of 18,932 (week ending 04/nov/2016)
Scripts Update for Week Ending 02/12
ATH ACROSS THE BOARD
V
TRx: 19,908 {vs 16,831; +18.28%} Sector +19.21% -- ATH
NRx: 7,620 {vs 5,992; +27.17%} Sector +26.70% -- ATH
Ref: 12,288 {vs 10,839; +13.37%} Sector +15.31% -- ATH
GenL
TRx: 63,081 {vs 52,781; +19.51%}
NRx: 22,636 {vs 17,814; +27.07%}
L
TRx: 2,197 {vs 1,848; +18.89%}
NRx: 745 {vs 663; +12.37%}
V TRx Market Share: 23.37% vs 23.55% -- (ATH=23.55%)
V NRx Market Share: 24.58% vs 24.49% -- ATH
V Ref Market Share: 22.68% vs 23.07% -- (ATH=23.07%)
Bio,
I guess you mean $3.50 :)
US life expectancy falls, as many kinds of death increase
http://www.cnbc.com/2016/12/08/us-life-expectancy-falls-as-many-kinds-of-death-increase.html
Great Job FDA & Various Authorities (Sarcasm for sure). I hope with the new administration, health care would be properly dealt with in addition to FDA role and drug approval. Hopefully all will be positive for AMRN
A decades-long trend of rising life expectancy in the U.S. could be ending: It declined last year and it is no better than it was four years ago.
In most of the years since World War II, life expectancy in the U.S. has inched up, thanks to medical advances, public health campaigns and better nutrition and education.
But last year it slipped, an exceedingly rare event in a year that did not include a major disease outbreak. Other one-year declines occurred in 1993, when the nation was in the throes of the AIDS epidemic, and 1980, the result of an especially nasty flu season.
In 2015, rates for 8 of the 10 leading causes of death rose. Even more troubling to health experts: the U.S. seems to be settling into a trend of no improvement at all.
"With four years, you're starting to see some indication of something a little more ominous," said S. Jay Olshansky, a University of Illinois-Chicago public health researcher.
An American born in 2015 is expected to live 78 years and 9½ months, on average, according to preliminary data released Thursday by the Centers for Disease Control and Prevention. An American born in 2014 could expect to live about month longer, and even an American born in 2012 would have been expected to live slightly longer. In 1950, life expectancy was just over 68 years.
The United States ranks below dozens of other high-income countries in life expectancy, according to the World Bank. It is highest in Japan, at nearly 84 years.
The CDC report is based mainly on 2015 death certificates. There were more than 2.7 million deaths, or about 86,000 more than the previous year. The increase in raw numbers partly reflects the nation's growing and aging population.
It was led by an unusual upturn in the death rate from the nation's leading killer, heart disease. Death rates also increased for chronic lower lung disease, accidental injuries, stroke, Alzheimer's disease, diabetes, kidney disease and suicide.
The only clear drop was in cancer, the nation's No. 2 killer.
Experts aren't sure what's behind the stall. Some, like Olshansky, suspect obesity, an underlying factor in some of the largest causes of death, particularly heart disease.
But there's also the impact of rising drug overdoses and suicides, he noted. "There are a lot of things happening at the same time," he said.
Some years the CDC later revises its life expectancy estimate after doing additional analysis, including for its 2014 estimate.
Life expectancy is not declining for all Americans. The new CDC report did not offer a geographic breakdown of 2015 deaths, or analysis of death based on education or income. But other research has shown death rates are rising sharply for poorer people - particularly white people - in rural areas but not wealthier and more highly educated and people on the coasts.
"The troubling trends are most pronounced for the people who are the most disadvantaged," said Jennifer Karas Montez, a Syracuse University researcher who studies adult death patterns.
"But if we don't know why life expectancy is decreasing for some groups, we can't be confident that it won't start declining for others," she said.
gg,
havent seen such a report, will check if i have access to it.
As for O3 market comment, please note that the market didn't decline as you mentioned;
V + GenL + L Total
From 02-01-15 to 01-01-16: -0.59%
From 01-01-16 to Nov-2016: +0.49%
From 02-01-15 to Nov-2016: -0.09%
A flat O3 Market so far :)
gg,
I checked since beginning of Year 2015, numbers are going down;
Niacin Total
From 02-01-15 to 01-01-16: -26.64%
From 01-01-16 to Nov-2016: -18.86%
From 02-01-15 to Nov-2016: -40.48%
Fenofibrates Total
From 02-01-15 to 01-01-16: -15.83%
From 01-01-16 to Nov-2016: -15.09%
From 02-01-15 to Nov-2016: -28.54%
Scripts Update for Week Ending 25/11 (Short week)
ATH Across the Board in terms of Market Share
V
TRx: 16,831 {vs 18,927; -11.07%} Sector -11.36%
NRx: 5,992 {vs 7,334; -18.30%} Sector -19.03%
Ref: 10,839 {vs 11,593; -6.50%} Sector -6.76%
GenL
TRx: 52,781 {vs 59,779; -11.71%}
NRx: 17,814 {vs 22,186; -19.71%}
L
TRx: 1,848 {vs 1,912; -3.35%}
NRx: 663 {vs 698; -5.01%}
V TRx Market Share: 23.55% vs 23.48% -- ATH
V NRx Market Share: 24.49% vs 24.27% -- ATH
V Ref Market Share: 23.07% vs 23.00% -- ATH
Tort, the numbers has been amended. Apparently someone doubled them that's why we got the odd numbers before, it was literally 2x the real numbers
A thought about latest scripts;
In April 2016, FDA removed the label of all fenofibrates & prescription niacin drugs (and associated combo drugs) used in combination with statins for reducing triglycerides due to failed outcomes studies....
Could it be that it really came into effect in this script release thus the huge change??
I will try to check the script numbers of Niaspan (Niacin) & Trilipix (Fenofibric) and see if there is a huge decrease in their numbers, if that's teh case, the issue is solved and we can consider today's numbers as the new norm or start....
Will keep you posted
UPDATE
old numbers (ie new large numbers disappeared) i guess it was a mistake, will post them again once published
Scripts Update --- Very Odd
Week ending 25/11/2016
There must be something wrong with the numbers coz it is so odd, especially for a short week, but i will report them as posted till now. Will keep on checking if it will be amended later on
Anyhow, what we care for is market share and we are at ATH ACROSS THE BOARD
V
TRx: 33,662 {vs 18,927; +77.85%} Sector +77.28%
NRx: 11,984 {vs 7,334; +63.40%} Sector +61.95%
Ref: 21,678 {vs 11,593; +86.99%} Sector +86.47%
GenL
TRx: 105,560 {vs 59,779; +76.58%}
NRx: 35,628 {vs 22,186; +60.59%}
L
TRx: 3,696 {vs 1,912; +93.31%}
NRx: 1,326 {vs 698; +89.97%}
V TRx Market Share: 23.55% vs 23.48% -- ATH
V NRx Market Share: 24.49% vs 24.27% -- ATH
V Ref Market Share: 23.07% vs 23.00% -- ATH
President-elect Donald Trump has selected Georgia Rep. Tom Price, a leading critic of President Barack Obama's sweeping health care law, to head the Department of Health and Human Services.
Price insisted that Republicans can keep the protections for those with existing medical conditions without mandating that all individuals carry coverage or pay a penalty to support an expanded insurance pool. Price said Republicans want to address "the real cost drivers" of health care price spikes, which he said were not necessarily sicker patients, but a heavy regulatory burden, taxes and lawsuits against medical professionals......(From CNBC)
I guess the whole issues related to healthcare in Trump administration will be favorable and we (AMRN) should benefit, IMO
Scripts Update for Week Ending 18/11
Sorry for the long delay, but i wasn't able to check them until today.
I know they've been posted before, but i'm gonna post them again;
V
TRx: 18,927 {vs 18,518; +2.21%} Sector +0.98% -- (ATH = 18,932)
NRx: 7,334 {vs 7,243; +1.26%} Sector +0.76% -- (ATH = 7,388)
Ref: 11,593 {vs 11,275; +2.82%} Sector +1.12% -- ATH
GenL
TRx: 59,779 {vs 59,247; +0.90%}
NRx: 22,186 {vs 21,948; +1.08%}
L
TRx: 1,912 {vs 2,069; -7.59%} -- ATL
NRx: 698 {vs 822; -12.75%} -- ATL
V TRx Market Share: 23.48% vs 23.20% -- ATH
V NRx Market Share: 24.27% vs 24.15% -- (ATH = 24.28%)
V Ref Market Share: 23.00% vs 22.62% -- ATH
Total Monthly Retail + Institutional Data October-2016
V
TRx: 82,919 {vs 79,615; +4.15%} -- Sector +0.70% -- ATH
(Inst # 3,134 vs 2,986; +4.96% -- Sector -15.00% -- Inst. Mkt Share 13.66% vs 11.06% -- ATH)
Gen L
TRx: 280,262 {vs 279,313; +0.34%}
(Inst # 18,292 vs 20,663; -11.47%)
L
TRx: 10,809 {vs 12,460; -13.30%}
(Inst # 1,523 vs 3,350; -54.54%)
V Monthly Retail + Inst. TRx Market Share: 22.17% vs 21.44% --- ATH
Total Monthly Retail ONLY Data October-2016
V
TRx: 79,785 {vs 76,629; +4.12%} – Sector +1.93% -- ATH
NRx: 30,561 {vs 29,758; +2.70%} – Sector +0.62% -- (ATH = 30,981)
Gen L
TRx: 261,970 {vs 258,650; +1.28%}
NRx: 96,004 {vs 96,047; -0.04%}
L
TRx: 9,280 {vs 9,110; +1.87%}
NRx: 3,400 {vs 3,358; +1.25%}
Monthly Retail TRx Market Share: 22.73% vs 22.25% --- ATH
Monthly Retail NRx Market Share: 23.51% vs 23.04% --- ATH
Scripts Update for Week Ending 11/11
(Election Day 08/11)
V
TRx: 18,518 {vs 18,932; -2.19%} Sector -2.46%
NRx: 7,243 {vs 7,388; -1.96%} Sector -1.44%
Ref: 11,275 {vs 11,544; -2.33%} Sector -3.07%
GenL
TRx: 59,247 {vs 60,698; -2.39%}
NRx: 21,948 {vs 22,252; -1.37%}
L
TRx: 2,069 {vs 2,219; -6.76%}
NRx: 822 {vs 788; +1.52%}
V TRx Market Share: 23.20% vs 23.13% -- ATH
V NRx Market Share: 24.15% vs 24.28% -- (ATH = 24.28%)
V Ref Market Share: 22.62% vs 22.45% -- ATH
13F
CONSONANCE CAPITAL MANAGEMENT LP bought 24,652,380 shares in their new release as of end of 3rd quarter
SCRIPTS
Sorry guys I'm on my way to catch a last minute flight for a business trip. Will be back next Friday and will resume updates
Mog,
Just for your info, a small piece you are missing terribly:
For a listed company, if there is ongoing negotiation for an acquisition, a merger...whatever
Once there is a leak or a rumor in the market (which was the case for AMRN), THEY ARE OBLIGED BY LAW to inform the public about this and they should be transparent and clear: we are in negotiation or we decided not to take this further as it it was below our valuation
SINCE
we haven't heard anything, that means there were no negotiation, no offer, none came in with an offer to trigger negotiation
So please you can go back to your hibernation now, it was so quite in here with your parasites and as always none sense bla bla bla bla
Jefferies Note:
BUY - PT $4.50
https://drive.google.com/file/d/0B57g27wC5ShhN1I4empndHlZbEk/view?usp=sharing
Cantor Fitzgerald Research:
BUY - PT $6.00
https://drive.google.com/file/d/0B57g27wC5ShhMlJFU1JVMVR1WWM/view?usp=sharing
SunTrust Update:
BUY - PT $6.00
https://drive.google.com/file/d/0B57g27wC5ShhV1Fub0FzRUNBcEk/view?usp=sharing
Scripts Update for Week Ending 28/10
V
TRx: 18,503 {vs 17,741; +4.30%} Sector +3.66%
NRx: 7,299 {vs 6,797; +7.39%} Sector +4.67% -- ATH
Ref: 11,204 {vs 10,944; +2.38%} Sector +3.06%
GenL
TRx: 59,769 {vs 57,859; +3.30%}
NRx: 22,106 {vs 21,297; +3.80%}
L
TRx: 2,190 {vs 2,022; +8.31%}
NRx: 800 {vs 764; +4.71%}
V TRx Market Share: 23.00% vs 22.86% -- ATH
V NRx Market Share: 24.16% vs 23.55% -- ATH
V Ref Market Share: 22.29% vs 22.44% -- (ATH = 22.44%)
R I C A R D O......GA
..E T
Report: Earnings Preview
Report link released by Suntrust (01-Nov-2016): https://drive.google.com/file/d/0B57g27wC5ShhOE0zdXpudDdEMGM/view?usp=sharing
We raised our 3Q16E Vascepa sales to $33M (from prior $30.5M) vs. Street’s $32.1M & lowered our LPS to -$0.06 (from -$0.07 vs. Street’s -$0.09). Our 3QE Vascepa sales are $32.9M (+54% adj. IMS TRx’s & +6% price) as ANCHOR/JELIS promotions ramp. We raised our FY16E sales to $124.5M (from $121.6M) vs. AMRN’s $112M-$125M range & Street’s $125.1M on strong Vascepa growth. Higher inventory levels at end of Jun-16 could add some variability to our ’16E Vascepa sales. The next catalyst is the REDUCE-IT mid-17 interim analysis targeting ~80% of total events. Reiterate Buy/$6PT, supported by DCF.......
HD,
Just correcting your typo mistake, it's Thursday, November 3rd , at 7:30 a.m. ET (not 4/11)
Scripts Update for Week Ending 21/10
V
TRx: 17,741 {vs 18,340; -3.27%} Sector -4.29%
NRx: 6,797 {vs 7,091; -4.15%} Sector -5.50%
Ref: 10,944 {vs 11,249; -2.71%} Sector -3.56%
GenL
TRx: 57,859 {vs 60,685; -4.66%}
NRx: 21,297 {vs 22,712; -6.23%}
L
TRx: 2,022 {vs 2,075; -2.55%}
NRx: 764 {vs 735; +3.95%}
V TRx Market Share: 22.86% vs 22.61% -- ATH
V NRx Market Share: 23.55% vs 23.22% -- (ATH = 23.71%)
V Ref Market Share: 22.44% vs 22.25% -- ATH
Scripts Update for Week Ending 14/10
Columbus Day was Monday October 10, 2016
V
TRx: 18,340 {vs 18,611; -1.46%} Sector -1.63%
NRx: 7,091 {vs 7,135; -0.62%} Sector -0.73%
Ref: 11,249 {vs 11,476; -1.98%} Sector -2.16%
GenL
TRx: 60,685 {vs 61,644; -1.56%}
NRx: 22,712 {vs 22,792; -0.35%}
L
TRx: 2,075 {vs 2,187; -5.12%}
NRx: 735 {vs 835; -11.98%}
V TRx Market Share: 22.61% vs 22.57% -- ATH
V NRx Market Share: 23.22% vs 23.19% -- (ATH = 23.71%)
V Ref Market Share: 22.25% vs 22.21% -- ATH
Acadian Asset Management just released 13F,
In the last quarter they increased their AMRN Holding by 6,166,576 shares. Now total position stands at 6,264,045 shares
I am not sure if that is related to the conversion, any idea will help
CITIGROUP COVERAGE PT $5
https://drive.google.com/file/d/0B57g27wC5ShhVHdUcnRVcVNhMnc/view?usp=sharing
Citigroup Initiates Coverage On Buy PT $5.0
I haven't found the report yet. Will try to post it soon
But it was mentioned in the below link. Most probably that's why we have this 3.16$ trade and bid standing at 3.14$
https://www.benzinga.com/stock/amrn/ratings
SCRIPTS UPDATE SEPTEMBER & Q3
Total Monthly Retail + Institutional Data September-2016
V
TRx: 79,615 {vs 81,932; -2.83%} -- Sector -4.49%
(Inst # 2,986 vs 3,398)
Gen L
TRx: 279,313 {vs 293,100; -4.70%}
(Inst # 20,663 vs 21,400)
L
TRx: 12,460 {vs 13,799; -9.70%}
(Inst # 3,350 vs 3,920)
V Monthly Retail + Inst. TRx Market Share: 21.44% vs 21.07% --- ATH
Q3-2016 vs. Q3-2015 (Retail + Institutional Data)
V
TRx: 236,767 {vs 158,490; +49.39%} – Sector -0.80% --- ATH
Gen L
TRx: 854,237 {vs 887,624; -3.76%}
L
TRx: 38,092 {vs 92,124; -58.65%}
V Q3-2016 Retail + Inst. TRx Market Share: 20.97% vs 13.92% in Q3-2015 --- ATH in terms of Quarters
Q3-2016 vs. Q2-2016 (Retail + Institutional Data)
V
TRx: 236,767 {vs 215,355; +9.94%} – Sector +0.50% --- ATH
Gen L
TRx: 854,237 {vs 863,196; -1.04%}
L
TRx: 38,092 {vs 44,965; -15.29%}
V Q3-2016 Retail + Inst. TRx Market Share: 20.97% vs 19.17% in Q2-2016
9M-2016 vs. 9M-2015 (Retail + Institutional Data)
V
TRx 9M-2016 vs 9M-2015 +40.03% – Sector -0.29%
Gen L
TRx 9M-2016 vs 9M-2015 -1.92%
L
TRx 9M-2016 vs 9M-2015 -49.55%
Jefferies Flash Note 18/10
Our analysis of Vascepa Rx data suggest ~$33-33.5M range in Q3, which is
above our estimate of $30.1M and consensus of $32.1M. Furthermore, trend
analysis of the Rx data suggests that the slope for Q3 was the highest than in any previous qtr, which we believe bodes well for Vascepa's outlook....
https://drive.google.com/file/d/0B57g27wC5ShhMzg4XzdJLWdwVGM/view?usp=sharing
Scripts Update for Week Ending 07/10
V
TRx: 18,611 {vs 18,237; +2.05%} Sector +1.94% -- ATH
NRx: 7,135 {vs 7,223; -1.22%} Sector +0.97%
Ref: 11,476 {vs 11,014; +4.19%} Sector +2.52% -- ATH
GenL
TRx: 61,644 {vs 60,393; +2.07%}
NRx: 22,792 {vs 22,453; +1.51%}
L
TRx: 2,187 {vs 2,244; -2.54%}
NRx: 835 {vs 790; +5.70%}
V TRx Market Share: 22.57% vs 22.55% -- ATH
V NRx Market Share: 23.19% vs 23.71% -- (ATH = 23.71%)
V Ref Market Share: 22.21% vs 21.85% -- ATH
Short Interest
Dmlcento, that's a good news
Short interest decreased by 29.87% as of 30 Sep 2016, down to 5,761,520 ( from 8,215,239). That's a decease of 2.45million share. In addition, days to cover stands now at 1.48 days, down from 1.69days. Shorties are afraid to hold for more than 2days max.
I will update my numbers tomorrow but I think this is the lowest level we are at from 2011. JL previous comments about note holders hedging by shorting the stock is being proved correct as this decrease coincides with the note conversion time frame.
BB
That's the total TRx number for Q3-2016 vs Q3-2015
July-Aug-Sep total = 225,955 and that's +51.08% compared to the same 3 month in 2015
Total Monthly Retail ONLY Data September-2016
V
TRx: 76,629 {vs 78,534; -2.43%} – Sector -4.37%
NRx: 29,758 {vs 30,981; -3.95%} – Sector -4.39%
Gen L
TRx: 258,650 {vs 271,700; -4.80%}
NRx: 96,047 {vs 100,370; -4.31%}
L
TRx: 9,110 {vs 9,879; -7.78%}
NRx: 3,358 {vs 3,739; -10.19%}
Monthly Retail TRx Market Share: 22.25% vs 21.81% --- ATH
Monthly Retail NRx Market Share: 23.04% vs 22.93% --- ATH
Q3-2016 vs. Q3-2015 (Retail Data ONLY)
V
TRx: 225,955 {vs 149,557; +51.08%} – Sector -0.03% --- ATH
Gen L
TRx: 784,750 {vs 832,126; -5.69%}
L
TRx: 28,315 {vs 57,679; -50.91%}
V Q3-2016 Retail ONLY TRx Market Share: 21.75% vs 14.39% in Q3-2015 --- ATH Quarter Numbers in terms of TRx & Market Share
BB, 16-Oct-2013 was a Wednesday. Full week for scripts for the week ending 11-Oct-2013 = 95,264 based on old reporting system & V had a market share of 6.52% with total scripts number = 6,215
Using the new reporting system that started in February 2016, Total scripts would be equal to 89,890 & V = 5,489 & a market share of 6.11%
Scripts Update for Week Ending 30/09
ATH ACROSS THE BOARD
V
TRx: 18,237 {vs 17,717; +2.94%} Sector +1.59% -- ATH
NRx: 7,223 {vs 6,923; +4.33%} Sector -0.08% -- ATH
Ref: 11,014 {vs 10,794; +2.04%} Sector +2.62% -- ATH
GenL
TRx: 60,393 {vs 59,855; +0.90%}
NRx: 22,453 {vs 22,830; -1.65%}
L
TRx: 2,244 {vs 2,040; +10.00%}
NRx: 790 {vs 738; +7.05%}
V TRx Market Share: 22.55% vs 22.25% -- ATH
V NRx Market Share: 23.71% vs 22.71% -- ATH
V Ref Market Share: 21.85% vs 21.97% -- (ATH = 21.97%)