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Amarin to Participate in the H.C. Wainwright 21st Annual Global Investment Conference
http://pdf.reuters.com/htmlnews/htmlnews.asp?i=43059c3bf0e37541&u=urn:newsml:reuters.com:20190828:nGNXsWLTp
NORMALIZED Scripts Update for Week Ending 16/08
ATH in TRx Numbers – 2nd ATH in NRx Numbers – 3rd ATH in Refills Numbers
ATH in TRx & NRx Market Share – 2nd ATH in Refills Market Share
V
TRx: 65,855 {vs 65,770; +0.13%} Sector -0.81% --- (7,902,656 vs 7,892,378) --- 2nd ATH
NRx: 31,003 {vs 30,257; +2.46%} Sector +0.47% --- (3,720,325 vs 3,630,891) --- ATH
Ref: 34,853 {vs 35,512; -1.86%} Sector -1.90% --- (4,182,331 vs 4,261,487) --- 3rd ATH
GenL
TRx: 59,790 {vs 60,967; -1.93%} (7,174,760 vs 7,316,076)
NRx: 27,880 {vs 28,354; -1.67%} (3,345,563 vs 3,402,477)
L
TRx: 913 {vs 851; +7.29%} (109,519 vs 102,073)
NRx: 333 {vs 328; +1.54%} (39,995 vs 39,390)
V TRx Market Share: 52.04% vs 51.55% --- ATH
V NRx Market Share: 52.36% vs 51.34% --- ATH
V Ref Market Share: 51.75% vs 51.73% --- 2nd ATH
For those interested in Old Scripts Numbers ATH in NRx Numbers - 2nd ATH in TRx Numbers – 3rd ATH in Refills Numbers – ATH Across the Board in Market Share;
V TRx 50,368 vs GL TRx 45,342 & L 596 -- 2nd ATH
V NRx 20,267 vs GL NRx 18,770 & L 209 -- ATH
V Refills 30,101 vs GL Refills 26,572 & L 387 -- 3rd ATH
I was hoping to buy the rest below $13 but now i think it's going to be super hard.
Personally, as my initial average was ~$1.70 i just want to get my initial number of shares, so anything below $14.50 will do for me
Hope i'll be able to buy at that level.
I did buy 50% of my position back @ $13.90
Bought calls also, $20 maturity 20/03/2020
Waiting to buy back the 2nd half of my original position
what is the interpretation behind this blackout about approval date?
is there any chance FDA will come out with anchor approval or maybe reduce it approval for CV on 28/09 and expanded label to include diabetes by year end?
is this scenario a possibility, or just wishful thinking from myside?
Question
I was on vacation for the past 10 days and i decided to be disconnected from everything. Lots of stuff to catch up but hammered at work.
Quick question, hopefully one of you can answer: Did AMRN receive any details about the FDA approval date? is 28/09/2019 still in play?
July-2019 vs. July-2018 (NORMALIZED Retail ONLY Data)
Amazing Year-On-Year Increase Across the Board; 87% increase in TRx & 93% increase in NRx & 81% increase in Refills
It is worth mentioning that V is driving the whole sector into positive green territory (Year-On-Year ~+21% TRx & ~+27% NRx & ~+17% Refills) and at the same time increasing its own Market Share
V
TRx: 285,716 {vs 153,043; +86.69%} – Sector +21.18% -- ATH
NRx: 130,654 {vs 67,595; +93.29%} – Sector +26.89% -- ATH
Ref: 155,062 {vs 85,448; +81.47%} – Sector +16.67% ATH
Gen L
TRx: 272,819 {vs 280,583; -2.77%}
NRx: 127,616 {vs 124,285; +2.68%}
L
TRx: 5,378 {vs 31,734; -83.05%}
NRx: 2,156 {vs 13,354; -83.86%}
V July-2019 NORMALIZED Retail ONLY TRx Market Share: 50.67% vs 32.89% in July-2018 --- ATH
V July-2019 NORMALIZED Retail ONLY NRx Market Share: 50.17% vs 32.94% in July-2018 --- 2nd ATH
V July-2019 NORMALIZED Retail ONLY Ref Market Share: 51.09% vs 32.85% in July-2018 --- ATH
For those interested in Old Scripts Numbers Amazing Growth in Numbers & Market Share
V TRx +79.47% July-19 vs July-18 vs GL -11.02% & L -76.83% -- Sector +16.39% – Market Share 51.09% vs 33.14%
V NRx +83.09% July-19 vs July-18 vs GL -5.29% & L -79.20% -- Sector +20.74% -- Market Share 49.77% vs 32.82%
V Refills +77.19% July-19 vs July-18 vs GL -14.68% & L -75.24% -- Sector +13.62% -- Market Share 51.98% vs 33.33%
Total Monthly NORMALIZED Retail ONLY Data July-2019
Amazing Numbers – ATH Across the Board in numbers & Market Share except NRx Market share 2nd ATH
V
TRx: 285,716 {vs 258,188; +10.66%} – Sector +9.32% -- ATH (34,285,926 vs 30,982,579)
NRx: 130,654 {vs 121,788; +7.28%} – Sector +8.27% -- ATH (15,678,430 vs 14,614,536)
Ref: 155,062 {vs 136,400; +13.68%} – Sector +10.24% ATH (18,607,496 vs 16,368,043)
Gen L
TRx: 272,819 {vs 252,318; +8.12%} (32,738,238 vs 30,278,216)
NRx: 127,616 {vs 116,596; +9.45%} (15,313,885 vs 13,991,504)
L
TRx: 5,378 {vs 5,327; +0.96%} (645,391 vs 639,241)
NRx: 2,156 {vs 2,144; +0.56%} (258,681 vs 257,242)
Monthly NORMALIZED Retail TRx Market Share: 50.67% vs 50.05% --- ATH
Monthly NORMALIZED Retail NRx Market Share: 50.17% vs 50.63% --- 2nd ATH
Monthly NORMALIZED Retail Refills Market Share: 51.09% vs 49.54% --- ATH
For those interested in Old Scripts Numbers Amazing Numbers – ATH Across the Board in numbers & Market Share except NRx Market share 2nd ATH
V TRx 219,559 vs GL TRx 206,819 & L 3,346 -- ATH
V NRx 86,295 vs GL NRx 85,872 & L 1,205 -- ATH
V Refills 133,264 vs GL Refills 120,947 & L 2,141 -- ATH
NORMALIZED Scripts Update for Week Ending 09/08
2nd ATH across the board in numbers & Market Share
V
TRx: 65,770 {vs 65,888; -0.18%} Sector +0.32% --- (7,892,378 vs 7,906,594) --- 2nd ATH
NRx: 30,257 {vs 30,323; -0.22%} Sector -0.31% --- (3,630,891 vs 3,638,799) --- 2nd ATH
Ref: 35,512 {vs 35,565; -0.15%} Sector +0.86% --- (4,261,487 vs 4,267,795) --- 2nd ATH
GenL
TRx: 60,967 {vs 60,203; +1.27%} (7,316,076 vs 7,224,359)
NRx: 28,354 {vs 28,342; +0.04%} (3,402,477 vs 3,401,087)
L
TRx: 851 {vs 1,092; -22.10%} (102,073 vs 131,033)
NRx: 328 {vs 454; -27.75%} (39,390 vs 54,521)
V TRx Market Share: 51.55% vs 51.81% --- 2nd ATH
V NRx Market Share: 51.34% vs 51.29% --- 2nd ATH
V Ref Market Share: 51.73% vs 52.25% --- 2nd ATH
For those interested in Old Scripts Numbers V > GL+L across the board & ATH in TRx & Refills Numbers & 2nd ATH in NRx Numbers and 2nd ATH in all Market Share;
V TRx 50,563 vs GL TRx 46,293 & L 602 -- ATH
V NRx 20,006 vs GL NRx 19,146 & L 190 -- 2nd ATH
V Refills 30,557 vs GL Refills 27,147 & L 412 -- ATH
Scripts
Sorry all I'm out of the office till mid of next week. Won't be able to update the numbers tomorrow
NORMALIZED Scripts Update for Week Ending 02/08
ATH across the board in numbers& ATH in TRx & Refills Market Share -- 2nd ATH in NRx Market Share
V
TRx: 65,888 {vs 64,642; +1.93%} Sector +0.46% --- (7,906,594 vs 7,757,022) --- ATH
NRx: 30,323 {vs 29,935; +1.30%} Sector +0.05% --- (3,638,799 vs 3,592,152) --- ATH
Ref: 35,565 {vs 34,707; +2.47%} Sector +0.82% --- (4,267,795 vs 4,164,870) --- ATH
GenL
TRx: 60,203 {vs 60,764; -0.92%} (7,224,359 vs 7,291,644)
NRx: 28,342 {vs 28,729; -1.35%} (3,401,087 vs 3,447,496)
L
TRx: 1,092 {vs 1,194; -8.52%} (131,033 vs 143,241)
NRx: 454 {vs 428; +6.17%} (54,521 vs 51,351)
V TRx Market Share: 51.81% vs 51.06% --- ATH
V NRx Market Share: 51.29% vs 50.66% --- 2nd ATH – (ATH = 51.61%)
V Ref Market Share: 52.25% vs 51.41% --- ATH
For those interested in Old Scripts Numbers
V > GL+L across the board & ATH in TRx – NRx & Refills Numbers & Market Share;
V TRx 50,259 vs GL TRx 45,562 & L 671 -- ATH
V NRx 20,123 vs GL NRx 18,937 & L 250 -- ATH
V Refills 30,136 vs GL Refills 26,625 & L 421 -- ATH
With what is happening on the FDA level, things are going crazy. Personally I do have a feeling that JT pulled a JZ with the label demand and he opt for either cardiovascular event on top of statin with no triglyceride mention thus needing an ADCOM or maybe went for diabetes label also needing an ADCOM.
Been in this stock since 2012 and was planning to hold for another few years, but the memories of ADCOM drove me crazy last night and closed my position as soon as news broke. My average was $1.70 but decided to sell and wait for this to cool down in the hope of re-buying my initial position and like 50% more, in other terms waiting to buy back my initial investment amount + reinvest all realized gains in buying more shares. Science is still there, nothing changed, I still believe in it thus the aim to acquire more shares for the long haul. Gonna be a long 3 month wait and in between we will have Q3 results and hopefully evaporate reading + Canada.
I hope my action last night won’t turn to be a really bad one, but I firmly believe this will be manipulated and we might see high single digits again and that will be my entry point.
Good luck to all and hopefully we will laugh about this in a year +
Having said all that, an update of scripts numbers will be posted soon. good numbers as always since the medical community understand V and its effect not those a$%%^ f$%^#@ FDA & Nissen for sure
HLS THERAPEUTICS INC. Earning release today. let's see what the CEO is going to say about V and their approval timeline in Canada + expected sales in Canada and if there is any hint on label demand
NORMALIZED Scripts Update for Week Ending 26/07
V putting both GL+L in the rear mirror across the board
ATH in TRx & Refills Numbers & Market Share -- 2nd ATH in NRx Numbers & 3rd ATH in NRx Market Share
V
TRx: 64,642 {vs 63,832; +1.27%} Sector +0.28% --- (7,757,022 vs 7,659,792) --- ATH
NRx: 29,935 {vs 29,760; +0.59%} Sector -0.37% --- (3,592,152 vs 3,571,163) --- 2nd ATH
Ref: 34,707 {vs 34,072; +1.86%} Sector +0.87% --- (4,164,870 vs 4,088,629) --- ATH
GenL
TRx: 60,764 {vs 61,195; -0.70%} (7,291,644 vs 7,343,391)
NRx: 28,729 {vs 29,055; -1.12%} (3,447,496 vs 3,486,601)
L
TRx: 1,194 {vs 1,214; -1.64%} (143,241 vs 145,626)
NRx: 428 {vs 499; -14.20%} (51,351 vs 59,849)
V TRx Market Share: 51.06% vs 50.56% --- ATH
V NRx Market Share: 50.66% vs 50.17% --- 3rd ATH
V Ref Market Share: 51.41% vs 50.91% --- ATH
For those interested in Old Scripts Numbers
V > GL+L across the board & ATH in TRx – NRx & Refills Market Share;
V TRx 49,466 vs GL TRx 46,017 & L 712 -- 2nd ATH
V NRx 19,840 vs GL NRx 19,378 & L 227 -- ATH
V Refills 29,626 vs GL Refills 26,639 & L 485 -- 2nd ATH
NORMALIZED Scripts Update for Week Ending 19/07
2nd ATH Across the Board in Numbers – ATH in Refills Market Shares, 2nd ATH in TRx & 4th ATH in NRx Market Share
V
TRx: 63,832 {vs 64,277; -0.69%} Sector -1.33% --- (7,659,792 vs 7,713,212) --- 2nd ATH
NRx: 29,760 {vs 29,655; +0.35%} Sector -0.93% --- (3,571,163 vs 3,558,602) --- 2nd ATH
Ref: 34,072 {vs 34,622; -1.59%} Sector -1.68% --- (4,088,629 vs 4,154,160) --- 2nd ATH
GenL
TRx: 61,195 {vs 62,527; -2.13%} (7,343,391 vs 7,503,285)
NRx: 29,055 {vs 29,719; -2.23%} (3,486,601 vs 3,566,220)
L
TRx: 1,214 {vs 1,134; +7.06%} (145,626 vs 136,020)
NRx: 499 {vs 496; +0.62%} (59,849 vs 59,482)
V TRx Market Share: 50.56% vs 50.24% --- 2nd ATH
V NRx Market Share: 50.17% vs 49.53% --- 4th ATH
V Ref Market Share: 50.91% vs 50.86% --- ATH
For those interested in Old Scripts Numbers; V TRx 48,743 vs GL TRx 46,197 & L 768 -- 2nd ATH
V NRx 19,405 vs GL NRx 19,512 & L 292 -- 3rd ATH
V Refills 29,338 vs GL Refills 26,685 & L 476 -- 2nd ATH
ICER
4.4 Summary and Comment
Our base-case results suggest that the use of rivaroxaban (plus ASA) and icosapent ethyl (in
patients receiving statins) both provide clinical benefit in terms of gains in quality-adjusted
survival and overall survival compared to optimal medical management alone in the adult,
established CVD cohort, and in the case of icosapent ethyl also for adults without known CVD
but at high risk for cardiovascular events. This translated into incremental cost-effectiveness
estimates that fell below commonly cited cost-effectiveness thresholds under the assumptions
used in this analysis. The results were relatively robust to parameter uncertainties in the oneway and probabilistic sensitivity analyses. Further, the results were robust to a number of
scenario analyses including the modified societal perspective and others. When comparing
rivaroxaban + ASA to generic clopidogrel + ASA (DAPT), the incremental results were between
$85,000 and $100,000 per QALY assuming plausible (but unknown) relative risks of major
bleeding
NORMALIZED Scripts Update for Week Ending 12/07
ATH TRx & Refills Numbers, 2nd ATH NRx Numbers
V
TRx: 64,277 {vs 58,337; +10.18%} Sector +10.75% --- (7,713,212 vs 7,000,435) --- ATH
NRx: 29,655 {vs 25,368; +16.90%} Sector +18.22% --- (3,558,602 vs 3,044,106) --- 2nd ATH
Ref: 34,622 {vs 32,969; +5.01%} Sector +4.92% --- (4,154,160 vs 3,956,329) --- ATH
GenL
TRx: 62,527 {vs 56,013; +11.63%} (7,503,285 vs 6,721,557)
NRx: 29,719 {vs 24,801; +19.83%} (3,566,220 vs 2,976,178)
L
TRx: 1,134 {vs 1,166; -2.78%} (136,020 vs 139,905)
NRx: 496 {vs 472; +4.99%} (59,482 vs 56,654)
V TRx Market Share: 50.24% vs 50.50% --- 3rd ATH
V NRx Market Share: 49.53% vs 50.09%
V Ref Market Share: 50.86% vs 50.82% --- ATH
For those interested in Old Scripts Numbers; V TRx 49,639 vs GL TRx 47,257 & L 746 -- ATH
V NRx 19,669 vs GL NRx 19,960 & L 278 -- 2nd ATH
V Refills 29,970 vs GL Refills 27,297 & L 468 -- ATH
H1-2019 vs. H1-2018 (NORMALIZED Retail ONLY Data)
Again V having a huge Year-on Year Increase Across the Board + driving the whole sector up with it
V
TRx H1-2019 vs H1-2018 +67.64% – Sector +13.16%
NRx H1-2019 vs H1-2018 +82.78% – Sector +21.74%
Ref H1-2019 vs H1-2018 +55.17% – Sector +6.19%
Gen L
TRx H1-2019 vs H1-2018 -1.64%
NRx H1-2019 vs H1-2018 +4.79%
L
TRx H1-2019 vs H1-2018 -84.29%
NRx H1-2019 vs H1-2018 -86.03%
V H1-2019 Retail + Institutional TRx Market Share: 46.15% vs 31.15% in H1-2018
V H1-2019 Retail + Institutional NRx Market Share: 47.14% vs 31.39% in H1-2018
V H1-2019 Retail + Institutional Ref Market Share: 45.23% vs 30.95% in H1-2018
Q2-2019 vs. Q2-2018 (NORMALIZED Retail ONLY Data)
Again Amazing Year-on Year Increase Across the Board + driving the whole sector up with it
V
TRx: 762,695 {vs 432,971; +76.15%} – Sector +15.00%
NRx: 365,563 {vs 194,408; +86.12%} – Sector +19.86%
Ref: 397,132 {vs 236,563; +67.88%} – Sector +10.95%
Gen L
TRx: 779,712 {vs 816,521; -4.51%}
NRx: 366,403 {vs 372,153; -1.55%}
L
TRx: 16,549 {vs 106,130; -84.41%}
NRx: 6,560 {vs 77,607; -86.22%}
V Q2-2019 NORMALIZED Retail TRx Market Share: 48.92% vs 31.94% in Q2-2018
V Q2-2019 NORMALIZED Retail NRx Market Share: 49.50% vs 31.88% in Q2-2018
V Q2-2019 NORMALIZED Retail Ref Market Share: 48.41% vs 31.99% in Q2-2018
Q2-2019 vs. Q1-2019 (NORMALIZED Retail ONLY Data)
Great quarterly increase + driving the whole sector up with it
V
TRx: 762,695 {vs 624,160; +22.20%} – Sector +7.79%
NRx: 365,563 {vs 317,237; +15.23%} – Sector +4.01%
Ref: 397,132 {vs 306,922; +29.39%} – Sector +11.44%
Gen L
TRx: 779,712 {vs 804,380; -3.07%}
NRx: 366,403 {vs 385,557; -4.97%}
L
TRx: 16,549 {vs 17,711; -6.56%}
NRx: 6,560 {vs 7,234; -9.33%}
V Q2-2019 NORMALIZED Retail TRx Market Share: 48.92% vs 43.16% in Q1-2019
V Q2-2019 NORMALIZED Retail NRx Market Share: 49.50% vs 44.68% in Q1-2019
V Q2-2019 NORMALIZED Retail Ref Market Share: 48.41% vs 41.69% in Q1-2019
June-2019 vs. June-2018 (NORMALIZED Retail ONLY Data)
Amazing Year-On-Year Increase Across the Board; 77% increase in TRx & 85% increase in NRx & 70% increase in Refills
It is worth mentioning that V is driving the whole sector into positive green territory (Year-On-Year ~+14% TRx & ~+18% NRx & ~+11% Refills) and at the same time increasing its own Market Share
V
TRx: 258,188 {vs 146,131; +76.68%} – Sector +14.28% -- 2nd ATH
NRx: 121,788 {vs 65,764; +85.19%} – Sector +18.27% -- 2nd ATH
Ref: 136,400 {vs 80,367; +69.72%} – Sector +11.01% -- 2nd ATH
Gen L
TRx: 252,318 {vs 270,807; -6.83%}
NRx: 116,596 {vs 122,381; -4.73%}
L
TRx: 5,327 {vs 34,445; -84.53%}
NRx: 2,144 {vs 15,227; -85.92%}
V June-2019 NORMALIZED Retail ONLY TRx Market Share: 50.05% vs 32.37% in June-2018 --- ATH
V June-2019 NORMALIZED Retail ONLY NRx Market Share: 50.63% vs 32.34% in June-2018 --- ATH
V June-2019 NORMALIZED Retail ONLY Ref Market Share: 49.54% vs 32.40% in June-2018 --- ATH
Total Monthly NORMALIZED Retail ONLY Data June-2019
ATH Across the Board in Market Share & 2nd ATH in Numbers
1st month in which V > GL + L in TRx & NRx
V
TRx: 258,188 {vs 261,008; -1.08%} – Sector -2.81% -- 2nd ATH (30,982,579 vs 31,320,937)
NRx: 121,788 {vs 124,153; -1.91%} – Sector -3.79% -- 2nd ATH
(14,614,536 vs 14,898,397)
Ref: 136,400 {vs 136,855; -0.33%} – Sector -1.94% -- 2nd ATH
(16,368,043 vs 16,422,540)
Gen L
TRx: 252,318 {vs 264,170; -4.49%} (30,278,216 vs 31,700,430)
NRx: 116,596 {vs 123,658; -5.71%} (13,991,504 vs 14,838,959)
L
TRx: 5,327 {vs 5,564; -4.26%} (639,241 vs 667,687)
NRx: 2,144 {vs 2,184; -1.86%} (257,242 vs 262,105)
Monthly NORMALIZED Retail TRx Market Share: 50.05% vs 49.18% --- ATH
Monthly NORMALIZED Retail NRx Market Share: 50.63% vs 49.66% --- ATH
Monthly NORMALIZED Retail Refills Market Share: 49.54% vs 48.75% --- ATH
NORMALIZED Scripts Update for Week Ending 05/07
Short Week – 4th of July & lots of people didn’t work also on Friday 5th of July
V > than {GL+L} Across the Board; in TRx – NRx & Refills
In a short week, the Market Share is the real indicator. V TRx & Refills Market Share increased (2nd ATH TRx & ATH Refills) while NRx decreased slightly (still 5th ATH)
V
TRx: 58,337 {vs 62,446; -6.58%} Sector -7.81% --- (7,000,435 vs 7,493,553)
NRx: 25,368 {vs 29,222; -13.19%} Sector -12.96% --- (3,044,106 vs 3,506,639)
Ref: 32,969 {vs 33,224; -0.77%} Sector -3.34% --- (3,956,329 vs 3,986,914)
GenL
TRx: 56,013 {vs 61,528; -8.96%} (6,721,557 vs 7,383,358)
NRx: 24,801 {vs 28,420; -12.73%} (2,976,178 vs 3,410,388)
L
TRx: 1,166 {vs 1,328; -12.21%} (139,905 vs 159,359)
NRx: 472 {vs 541; -12.81%} (56,654 vs 64,979)
V TRx Market Share: 50.50% vs 49.84% --- 2nd ATH
V NRx Market Share: 50.09% vs 50.22% --- 5th ATH
V Ref Market Share: 50.82% vs 49.50% --- ATH
For those interested in Old Scripts Numbers; V TRx 45,304 vs GL TRx 43,251 & L 717
V NRx 16,754 vs GL NRx 16,957 & L 260
V Refills 28,550 vs GL Refills 26,294 & L 457
The push back in takeover deadline between Roche & Spark due to FTC demands is putting pressure on healthcare sector today. So nothing to worry about regarding AMRN SP in my opinion
NORMALIZED Scripts Update for Week Ending 28/06
V > than GL Across the Board; in TRx – NRx & Refills
ATH in Refills Numbers – 2nd in TRx & 3rd in NRx
2nd ATH in Refills Market Share, 3rd ATH in TRx & NRx Market Share
V
TRx: 62,446 {vs 61,665; +1.27%} Sector +3.05% --- 2nd ATH --- (7,493,553 vs 7,399,786)
NRx: 29,222 {vs 29,629; -1.37%} Sector +1.34% --- 3rd ATH --- (3,506,639 vs 3,555,484)
Ref: 33,224 {vs 32,036; +3.71%} Sector +4.58% --- ATH ---(3,986,914 vs 3,844,302)
GenL
TRx: 61,528 {vs 58,719; +4.78%} (7,383,358 vs 7,046,325)
NRx: 28,420 {vs 27,293; +4.13%} (3,410,388 vs 3,275,193)
L
TRx: 1,328 {vs 1,208; +9.95%} (159,359 vs 144,943)
NRx: 541 {vs 489; +10.67%} (64,979 vs 58,713)
V TRx Market Share: 49.84% vs 50.71% --- 3rd ATH
V NRx Market Share: 50.22% vs 51.61% --- 3rd ATH
V Ref Market Share: 49.50% vs 49.92% --- 2nd ATH
For those interested in Old Scripts Numbers;
V TRx 47,719 vs GL TRx 46,484 & L 826
V NRx 19,255 vs GL NRx 19,030 & L 293
V Refills 28,464 vs GL Refills 27,454 & L 533
Positive CashFlow ??
Cash Increased by $10 million
Current Assets: Amarin ended June 2019 with cash and cash equivalents of approximately $221 million (compared to $211 million at March 31, 2019), approximately $94 million in net accounts receivable and approximately $47 million in inventory.
AMARIN PROVIDES MID-2019 UPDATE, INCLUDING COMMERCIALIZATION PLANS FOR VASCEPA® AND UPDATES FULL YEAR 2019 REVENUE GUIDANCE
https://investor.amarincorp.com/news-releases/news-release-details/amarin-provides-mid-2019-update-including-commercialization
EUROPEAN MEDICINES AGENCY (EMA)
Paediatric Committee (PDCO)
Draft agenda for the meeting on 25-28 June 2019
Thanks to Greenday on twitter
Meetings should end tomorrow
Are we gonna hear a submission and priority review for European Market before Monday Market Open?
Thoughts please??
As for discussions on the board regarding label demand, i think the below clearly explain AMRN's intention and it will be the same in USA - Canada - Europe ...etc (TG ≥135 mg/dL)
NORMALIZED Scripts Update for Week Ending 21/06
ATH Across the Board in Market Share
2nd ATH in TRx & NRx Numbers, 3rd ATH in Refills Numbers
V TRx & NRx still > than GL TRx & NRx
V
TRx: 61,665 {vs 61,256; +0.67%} Sector -1.50% --- 2nd ATH --- (7,399,786 vs 7,350,696)
NRx: 29,629 {vs 29,169; +1.58%} Sector -1.30% --- 2nd ATH --- (3,555,484 vs 3,500,271)
Ref: 32,036 {vs 32,087; -0.16%} Sector -1.69% --- 3rd ATH ---(3,844,302 vs 3,850,425)
GenL
TRx: 58,719 {vs 60,804; -3.43%} (7,046,325 vs 7,296,426)
NRx: 27,293 {vs 28,433; -4.01%} (3,275,193 vs 3,411,922)
L
TRx: 1,208 {vs 1,389; -13.07%} (144,943 vs 166,735)
NRx: 489 {vs 563; -13.14%} (58,713 vs 67,598)
V TRx Market Share: 50.71% vs 49.62% --- ATH
V NRx Market Share: 51.61% vs 50.15% --- ATH
V Ref Market Share: 49.92% vs 49.15% --- ATH
For those interested in Old Scripts Numbers; V is greater than {GL + L} Across the Board
V TRx 47,003 vs GL TRx 45,235 & L 773
V NRx 19,274 vs GL NRx 18,774 & L 267
V Refills 27,729 vs GL Refills 26,461 & L 506
NORMALIZED Scripts Update for Week Ending 14/06
V TRx & NRx still > than GL TRx & NRx
2nd ATH Across the board in Numbers
2nd ATH in TRx & NRx Market Share & 3rd ATH in Refills Market Share
V
TRx: 61,256 {vs 63,177; -3.04%} Sector -2.31% --- 2nd ATH --- (7,350,696 vs 7,581,192)
NRx: 29,169 {vs 29,986; -2.72%} Sector -1.27% --- 2nd ATH --- (3,500,271 vs 3,598,269)
Ref: 32,087 {vs 33,191; -3.33%} Sector -3.21% --- 2nd ATH ---(3,850,425 vs 3,982,923)
GenL
TRx: 60,804 {vs 61,948; -1.85%} (7,296,426 vs 7,433,774)
NRx: 28,433 {vs 28,467; -0.12%} (3,411,922 vs 3,415,994)
L
TRx: 1,389 {vs 1,240; +12.09%} (166,735 vs 148,752)
NRx: 563 {vs 461; +22.28%} (67,598 vs 55,280)
V TRx Market Share: 49.62% vs 50.00% --- 2nd ATH
V NRx Market Share: 50.15% vs 50.90% --- 2nd ATH
V Ref Market Share: 49.15% vs 49.21% --- 3rd ATH
BaaBaa
This bodes well for V and its purified EPA
By the time V is approved in Europe, there will be no competitors in the market since all omega-3 fatty acid medicines containing a combination of EPA & DHA would have ceased to exist due to this latest EMA decision which was issued as a final legally binding decision applicable in all EU Member States on 6 June 2019.
AMRN supposed partner for the European market needs to pay huge up front fee and high double digit royalties
About BMO Capital Markets
BMO Capital Markets hosts a variety of conferences each year that bring together institutional investors with those corporate or government entities that require capital. These events range from large forums attended by hundreds of participants across industry sectors, to industry-specific sessions and one-on-one meetings between investors and corporate executives. Over the years, we have consistently attracted prominent investors, analysts and executives by providing valuable forums to explore strategies, trends and opportunities.
Link: https://www.bmocm.com/conferences/
Amarin to Present at the 2019 BMO Prescription For Success Healthcare Conference
BEDMINSTER, N.J. and DUBLIN, Ireland, June 18, 2019 (GLOBE NEWSWIRE) -- Amarin
Corporation plc (NASDAQ:AMRN), a pharmaceutical company focused on the
commercialization and development of therapeutics to improve cardiovascular
health, announced today that John F. Thero, Amarin's president and chief
executive officer, is scheduled to present a general company update at the
2019 BMO Prescription For Success Healthcare Conference on Tuesday, June 25,
2019, at 11:20 a.m. Eastern Time in New York City.
A live audio webcast of the presentation will be available at:
http://www.amarincorp.com, and will be accessible at the same link for 30
days.
ARRY & Short Interest
Total outstanding share ~ 220million
As of 31/05/19 Short Interest was 27,432,643 with avg 5.454955 days to cover.
The short interest level was at 1 Year high
So happy for those shorts in ARRY and can't wait for AMRN day when they super burn, again not cheering for a BO, but hopefully an earlier than expected FDA Approval will do the job, or a European partnership with significant amount up front
CBB,
I am not the type who like to speculate, but in my own opinion, i do not think a full acquisition is in play.
A European Partnership and one for South America should take place and inject huge amounts of money but as for the US Market, i think AMRN has been through a lot and JT knows the exact product he has in hand and its potential, so personally i think a partnership announcement for markets abroad will happen, no full outright acquisition.
Having said that, in few years (2021-2022) if the true and real potential of V is known and the future sales peak is fully understood and estimated, getting bought over at a proper valuation won't be a bad idea. A BO that will reflect the true and exact potential of V sales throughout its life cycle
Array BioPharma Graph
ARRY 5Year graph looks similar to our AMRN
From the low digit price to the teens and long period consolidation between $12.50 & $20 into another consolidation period between $20 & $30 and now the Buy Out
Just an Opinion crossed my mind and wanted to share noting that i'm not cheering for a BO. Personal believe that AMRN will be a big pharma on its own.
Pfizer to Acquire Array BioPharma
ARRY 52W L $12.56 // 52W H $29.81 (On Friday)
—Proposed acquisition strengthens Pfizer’s innovative biopharmaceutical business and is expected to accelerate its growth trajectory particularly in the long term
—Opportunity to strengthen category leadership in Oncology with the addition of a breakthrough combination of BRAF/MEK inhibitors under investigation for a potential first-in-class therapy for patients with BRAF-mutant metastatic colorectal cancer
—Expands Pfizer’s pipeline with multiple high-potential targeted investigational cancer therapies and adds a large portfolio of royalty-generating out-licensed medicines
—Plans to maintain highly productive research unit in Boulder to complement Pfizer’s research hubs
—Transaction valued at $48 per Array share in cash, for a total enterprise value of approximately $11.4 billion
TRx & NRx
Well just to let you know that the Sector's NRx is @ ATH (58,913), a level never reached from 2009 (where L was alone in the market)
TRx is at levels not seen since 2012 and can be considered @ ATH (126,364 vs levels of 126,634 & 126,534 Dec-12 and May-13)
This shows that V is having a big effect in increasing the sector's size and it is worth noting that the awareness among doctors and patients is just getting started
Long & Strong
OLD Scripts Update for Week Ending 07/06
Below the OLD scripts numbers as before, NOT NORMALIZED
For those interested in old numbers which i wasn't posting (cant be bothered to do double work), but below the update since for the 1st time we have:
V TRx > GL TRx // V NRx > GL NRx // V Refills > GL Refills
ATH Across the Board in Numbers & Market Share
V
TRx: 48,628 {vs 43,304; +12.29%} Sector +11.00% --- ATH
NRx: 19,781 {vs 16,598; +19.18%} Sector +15.90% --- ATH
Ref: 28,847 {vs 26,706; +8.02%} Sector +7.89% --- ATH
GenL
TRx: 47,633 {vs 43,361; +9.85%}
NRx: 19,313 {vs 17,099; +12.95%}
L
TRx: 820 {vs 797; +2.89%}
NRx: 264 {vs 263; +0.38%}
V TRx Market Share: 50.09% vs 49.51% --- ATH
V NRx Market Share: 50.26% vs 48.88% --- ATH
V Ref Market Share: 49.97% vs 49.92% --- ATH