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HD, there you go: NUMBERS IN MILLIONS ROUNDED, WAY FASTER
Retail: JAN - FEB - MAR
Total Prescription Count: 151,870 - 151,840 - 176,930
New Prescription Count: 65,725 - 69,891 - 77,655
Total Prescription Quantity: 23,710,000 - 23,590,000 - 27,540,000
New Prescription Quantity: 11,780,000 - 12,220,000 - 13,870,000
Total Prescription Dollars: $67,650,000 - $67,520,000 - $78,400,000
New Prescription Dollars: $33,630,000 - $34,980,000 - $39,520,000
total Prescription Manufacturer's Benchmark Sales Dollars: $59,510,000 - $59,250,000 - $69,140,000
Institutional: JAN - FEB - MAR
Institutional Wholesale Acquisition Cost: 2,310,000 - 2,530,000 - 2,920,000
Institutional Average Wholesale Price: 2,770,000 - 3,040,000 - 3,500,000
Institutional Pack Units: 7,667 - 8,324 - 9,590
Institutional Volume Units: 929,640 - 1,010,000 - 1,160,000
Institutional Manufacturer's Benchmark Sales: 2,310,000 - 2,530,000 - 2,920,000
Integrated: JAN - FEB - MAR
Integrated Wholesale Acquisition Cost: 53,860,000 - 54,070,000 - N/A YET
Integrated Average Wholesale Price: 67,280,000 - 67,540,000 - N/A YET
Integrated Units: 24,070,000 - 23,970,000 - N/A YET
Integrated Manufacturer's Benchmark Sales: 60,390,000 - 60,200,000 - N/A YET
Raf & all -- Scripts
My numbers shows that Q1 total normalized scripts = 649,541 (including institutional numbers)
Q4-2018 was 567,389 & Q1-2018 was 422,405 (14.47% increase vs Q4-2018 & 53.77% increase vs Q1-2018)
These are all my numbers normalized and including Institutional sales
Sorry don't have time to cross check with Amarin official release, but they should be close i think
I am not posting institutional numbers coz i don't have time, sorry for that, but for those interested Jan-19 = 7,747 // Feb-19 = 8,389 // Mar-19 = 9,690
Thank you BB for all the updates.
One after the other they are running to us for settlements. Our IP is strong and no one can agree more than the mighty giant TEVA, the 1st to experience the strong protection and barrier to entry and made a settlement. All other small circling fish are coming one after the other
NORMALIZED Scripts Update for Week Ending 12/04
ATH Across the Board in Numbers & Market Share
V
TRx: 55,759 {vs 55,197; +1.02%} Sector +0.35% --- ATH (6,691,112 vs 6,623,601)
NRx: 27,847 {vs 27,531; +1.15%} Sector +0.73% --- ATH (3,341,689 vs 3,303,776)
Ref: 27,912 {vs 27,665; +0.89%} Sector -0.02% --- ATH (3,349,423 vs 3,319,825)
GenL
TRx: 60,417 {vs 60,478; -0.10%} (7,250,000 vs 7,257,402)
NRx: 28,992 {vs 28,871; +0.42%} (3,479,000 vs 3,464,528)
L
TRx: 1,262 {vs 1,359; -7.11%} (151,440 vs 163,036)
NRx: 528 {vs 549; -3.81%} (63,332 vs 65,840)
V TRx Market Share: 47.48% vs 47.16% ---ATH
V NRx Market Share: 48.54% vs 48.34% --- ATH
V Ref Market Share: 46.46% vs 46.05% --- ATH
Scripts Update for Week Ending 12/04
Below the OLD scripts numbers as before, NOT NORMALIZED
ATH in TRx & NRx Numbers, 2nd ATH in Refilld Numbers – ATH in NRx Market Share, 2nd ATH in TRx & Refills Market Share
V
TRx: 43,071 {vs 42,988; +0.19%} Sector +0.26% ---ATH
NRx: 18,483 {vs 18,325; +0.86%} Sector +0.83% --- ATH
Ref: 24,588 {vs 24,663; -0.30%} Sector -0.17% --- 2nd ATH
GenL
TRx: 46,858 {vs 46,648; +0.45%}
NRx: 20,064 {vs 19,884; +0.91%}
L
TRx: 843 {vs 905; -6.85%}
NRx: 304 {vs 323; -5.88%}
V TRx Market Share: 47.45% vs 47.48% --- 2nd ATH
V NRx Market Share: 47.57% vs 47.56% --- ATH
V Ref Market Share: 47.36% vs 47.42% --- 2nd ATH
Scripts tomorrow
Sorry all won’t be able to update scripts tmw, will do that when I’m back to the office on tuesday
Zip,
Check the Normalized one, way more accurate
Q1-19 vs Q1-18
NRx: 315,574 {vs 177,155; +78.13%}
Q1-19 vs Q4-18
NRx: 315,574 {vs 256,987; +22.80%}
Patience is a virtue
Long & Strong
total shares if all exercised = 384 million if i'm not mistaken
invest & all
Sorry my bad, it should be normalized, dunno what happened when typing and used randomized too :):)
SCRIPTS MONTHLY & QUARTERLY (RANDOMIZED RETAIL ONLY DATA)
Total Monthly NORMALIZED Retail ONLY Data March-2019
Amazing Numbers – ATH Across the Board
V
TRx: 229,525 {vs 196,574; +16.76%} – Sector +12.16% -- ATH (27,543,000 vs 23,588,931)
NRx: 115,550 {vs 101,834; +13.47%} – Sector +8.90% -- ATH (13,866,000 vs 12,220,106)
Ref: 113,975 {vs 94,740; +20.30%} – Sector +15.41% -- ATH (13,677,000 vs 11,368,825)
Gen L
TRx: 267,917 {vs 246,592; +8.65%} (32,150,000 vs 29,591,019)
NRx: 125,475 {vs 119,493; +3.01%} (15,057,000 vs 14,339,116)
L
TRx: 5,838 {vs 5,531; +5.54%} (700,500 vs 663,711)
NRx: 2,375 {vs 2,184; +8.77%} (285,000 vs 262,021)
Monthly NORMALIZED Retail TRx Market Share: 45.61% vs 43.81% --- ATH
Monthly NORMALIZED Retail NRx Market Share: 47.47% vs 45.56% --- ATH
Monthly NORMALIZED Retail Refills Market Share: 43.86% vs 42.07% --- ATH
March-2019 vs. March-2018 (NORMALIZED Retail ONLY Data)
Amazing Year-On-Year Increase Across the Board, way better than non-normalized data; more than ~65% increase in TRx & more than 80% increase in NRx and we’re still in Q1 which is historically a slow Quarter
It is worth mentioning that V is driving the whole sector into positive green territory (Year-On-Year) and at the same time increasing its own Market Share
V
TRx: 229,525 {vs 139,355; +64.71%} – Sector +11.41% -- ATH (27,543,000 vs 16,722,572)
NRx: 115,550 {vs 63,834; +81.02%} – Sector +21.07% -- ATH (13,866,000 vs 7,660,139)
Ref: 113,975 {vs 75,520; +50.92%} – Sector +3.66% -- ATH (13,677,000 vs 9,062,433)
Gen L
TRx: 267,917 {vs 274,607; -2.44%} (32,150,000 vs 32,952,868)
NRx: 125,475 {vs 119,926; +4.63%} (15,057,000 vs 14,391,148)
[L
TRx: 5,838 {vs 37,786; -84.55%} (700,500 vs 4,534,315)
NRx: 2,375 {vs 17,288; -86.26%} (285,000 vs 2,074,511)
V Mar-2019 NORMALIZED Retail ONLY TRx Market Share: 45.61% vs 30.85% in Mar-2018 --- ATH
V Mar-2019 NORMALIZED Retail ONLY NRx Market Share: 47.47% vs 31.75% in Mar-2018 --- ATH
V Mar-2019 NORMALIZED Retail ONLY Ref Market Share: 43.86% vs 30.12% in Mar-2018 --- ATH
Q1-2019 vs. Q1-2018 (NORMALIZED Retail ONLY Data)
Again Amazing Year-On-Year Increase Across the Board & driving the whole sector with it
V
TRx: 623,715 {vs 394,309; +58.18%} – Sector +11.13% --- ATH (74,845,754 vs 47,317,075)
NRx: 315,574 {vs 177,155; +78.13%} – Sector +22.50% --- ATH (37,868,856 vs 21,258,611)
Ref: 308,141 {vs 217,154; +41.90%} – Sector +2.16% --- ATH (36,976,898 vs 26,058,464)
Gen L
TRx: 803,650 {vs 793,950; +1.22%} (96,438,019 vs 95,273,967)
NRx: 380,115 {vs 345,458; +10.03%} (45,613,777 vs 41,455,007)
L
TRx: 17,570 {vs 111,906; -84.30%} (2,108,380 vs 13,428,677)
NRx: 7,125 {vs 51,129; -86.06%} (855,017 vs 6,135,521)
V Q1-2019 NORMALIZED Retail TRx Market Share: 43.17% vs 30.33% in Q1-2018 -- ATH
V Q1-2019 NORMALIZED Retail NRx Market Share: 44.90% vs 30.88% in Q1-2018 --ATH
V Q1-2019 NORMALIZED Retail Ref Market Share: 41.52% vs 29.89% in Q1-2018 -- ATH
Q1-2019 vs. Q4-2018 ( NORMALIZED Retail ONLY Data)
Great Quarter Increase especially that Q1 is usually the slowest and Q4 has the best performance
V
TRx: 623,715 {vs 544,533; +14.54%} – Sector -3.72% --- ATH (74,845,754 vs 65,343,925)
NRx: 315,574 {vs 256,987; +22.80%} – Sector +2.58% --- ATH (37,868,856 vs 30,838,382)
Ref: 308,141 {vs 287,546; +7.16%} – Sector -9.02% --- ATH (36,976,898 vs 34,505,543)
Gen L
TRx: 803,650 {vs 936,135; -14.15%} (96,438,019 vs 112,336,163)
NRx: 380,115 {vs 420,099; -9.52%} (45,613,777 vs 50,411,873)
L
TRx: 17,570 {vs 20,170; -12.89%} (2,108,380 vs 2,420,452)
NRx: 7,125 {vs 8,081; -11.83%} (855,017 vs 969,726)
V Q1-2019 NORMALIZED Retail TRx Market Share: 43.17% vs 36.28% in Q4-2019 -- ATH
V Q1-2019 NORMALIZED Retail NRx Market Share: 44.90% vs 37.51% in Q4-2019 --ATH
V Q1-2019 NORMALIZED Retail Ref Market Share: 41.52% vs 35.25% in Q4-2019 -- ATH
SCRIPTS MONTHLY & QUARTERLY (NON-RANDOMIZED RETAIL ONLY DATA)
Total Monthly Retail ONLY Data March-2019
NON – NORMALIZED Retail ONLY Data March-2019
Amazing Numbers – ATH Across the Board
V
TRx: 176,930 {vs 151,840; +16.52%} – Sector +11.05% -- ATH
NRx: 77,655 {vs 69,891; +11.11%} – Sector +7.44% -- ATH
Ref: 99,275 {vs 81,957; +21.13%} – Sector +13.95% -- ATH
Gen L
TRx: 208,310 {vs 194,820; +6.92%}
NRx: 88,551 {vs 84,760; +4.47%}
L
TRx: 3,898 {vs 3,750; +3.95%}
NRx: 1,382 {vs 1,333; +3.68%}
Monthly Retail TRx Market Share: 45.47% vs 43.33% --- ATH
Monthly Retail NRx Market Share: 46.34% vs 44.81% --- ATH
Monthly Retail Refills Market Share: 44.81% vs 42.15% --- ATH
March-2019 vs. March-2018 (Retail ONLY Data)
NON – NORMALIZED Retail ONLY Data March-2019 vs 2018
Amazing Year-On-Year Increase Across the Board, more than 50% increase in TRx & more than 70% increase in NRx and we’re still in Q1 which is historically a slow Quarter
It is worth mentioning that V is driving the whole sector into positive green territory (Year-On-Year) and at the same time increasing its own Market Share
V
TRx: 176,930 {vs 112,883; +56.74%} – Sector +7.79% -- ATH
NRx: 77,655 {vs 44,969; +72.69%} – Sector +17.71% -- ATH
Ref: 99,275 {vs 67,914; +46.18%} – Sector +1.33% -- ATH
Gen L
TRx: 208,310 {vs 231,251; -9.92%}
NRx: 88,551 {vs 89,988; -1.60%}
L
TRx: 3,898 {vs 16,888; -76.92%}
NRx: 1,382 {vs 7,418; -81.37%}
V Mar-2019 Retail ONLY TRx Market Share: 45.47% vs 31.27% in Mar-2018 --- ATH
V Mar-2019 Retail ONLY NRx Market Share: 46.34% vs 31.58% in Mar-2018 --- ATH
V Mar-2019 Retail ONLY Ref Market Share: 44.81% vs 31.06% in Mar-2018 --- ATH
Q1-2019 vs. Q1-2018 ( NON – NORMALIZED Retail ONLY Data)
Again Amazing Year-On-Year Increase Across the Board
V
TRx: 480,648 {vs 320,234; +50.09%} – Sector +8.88% --- ATH
NRx: 213,271 {vs 125,409; +70.06%} – Sector +20.42% --- ATH
Ref: 267,377 {vs 194,825; +37.24%} – Sector +1.47% --- ATH
Gen L
TRx: 637,170 {vs 667,154; -4.49%}
NRx: 270,662 {vs 258,003; +4.91%}
L
TRx: 11,898 {vs 50,210; -76.30%}
NRx: 4,276 {vs 22,003; -80.57%}
V Q1-2019 Retail TRx Market Share: 42.55% vs 30.86% in Q1-2018 -- ATH
V Q1-2019 Retail NRx Market Share: 43.68% vs 30.93% in Q1-2018 --ATH
V Q1-2019 Retail Ref Market Share: 41.68% vs 30.81% in Q1-2018 -- ATH
Q1-2019 vs. Q4-2018 ( NON – NORMALIZED Retail ONLY Data)
Great Quarter Increase especially that Q1 is usually the slowest and Q4 has the best performance
V
TRx: 480,648 {vs 419,490; +14.58%} – Sector -2.94% --- ATH
NRx: 213,271 {vs 172,095; +23.93%} – Sector +4.56% --- ATH
Ref: 267,377 {vs 247,395; +8.08%} – Sector -7.96% --- ATH
Gen L
TRx: 637,170 {vs 731,080; -12.85%}
NRx: 270,662 {vs 290,170; -6.72%}
L
TRx: 11,898 {vs 13,315; -10.64%}
NRx: 4,276 {vs 4,667; -8.38%}
V Q1-2019 Retail TRx Market Share: 42.55% vs 36.04% in Q4-2019 -- ATH
V Q1-2019 Retail NRx Market Share: 43.68% vs 36.86% in Q4-2019 --ATH
V Q1-2019 Retail Ref Market Share: 41.68% vs 35.50% in Q4-2019 -- ATH
NORMALIZEDScripts Update for Week Ending 05/04
Below the scripts numbers NORMALIZED
ATH Across the Board in Numbers & Market Share
V
TRx: 55,197 {vs 53,244; +3.67%} Sector +1.58% --- ATH (6,623,601 vs 6,389,319)
NRx: 27,531 {vs 27,197; +1.23%} Sector -0.18% --- ATH (3,303,776 vs 3,263,662)
Ref: 27,665 {vs 26,047; +6.21%} Sector +3.30% --- ATH (6,623,601 vs 6,389,319)
GenL
TRx: 60,478 {vs 60,586; -0.18%} (7,257,402 vs 7,270,291)
NRx: 19,884 {vs 20,388; -2.47%} (3,464,528 vs 3,515,511)
L
TRx: 1,359 {vs 1,386; -2.00%} (163,036 vs 166,362)
NRx: 549 {vs 562; -2.33%} (65,840 vs 67,410)
V TRx Market Share: 47.16% vs 46.21% ---ATH
V NRx Market Share: 48.34% vs 47.67% --- ATH
V Ref Market Share: 46.05% vs 44.78% --- ATH
Scripts Update for Week Ending 05/04
Below the scripts numbers as before, not normalized
ATH in TRx & Refills Numbers, 3rd ATH in NRx Numbers – ATH Across the Board in Market Share
V
TRx: 42,988 {vs 41,074; +4.66%} Sector +1.52% ---ATH
NRx: 18,325 {vs 18,052; +1.51%} Sector -0.61% --- 3rd ATH
Ref: 24,663 {vs 23,022; +7.13%} Sector +3.16% ---ATH
GenL
TRx: 46,648 {vs 47,191; -1.15%}
NRx: 19,884 {vs 20,388; -2.47%}
L
TRx: 905 {vs 921; -1.74%}
NRx: 323 {vs 328; -1.52%}
V TRx Market Share: 47.48% vs 46.05% ---ATH
V NRx Market Share: 47.56% vs 46.56% --- ATH
V Ref Market Share: 47.42% vs 45.66% --- ATH
But raf, another question, L and GL are also the same, I mean 120 as V?
Raf, sure I will do that.
So change is smooth, starting this week I will post the old scripts and add normalised ones
Scripts Update For Consideration and Feedback
Ok, here goes
I had some free time and dived into Bloomberg Terminal Scripts Data Screen.
In addition to the weekly, monthly scripts data / quantity there is one item which can be picked and the data is very interesting.
Total Prescription Manufacturer’s Benchmark Sales Dollars
The data of this is published on a weekly and monthly basis.
All USD Numbers were retrieved and plugged into an excel sheet and below you can find a small summary and I am looking forward for your interpretation and feedback.
I concentrated on monthly published numbers as they are more revealing
So these numbers are benchmark sales, not net income as there is the margin profit and all other related things.
I didn’t get the chance to check if they are close enough to official published financial results (ie realized net income….etc)
Hopefully someone can give his/her input
On another note, in just 2 month in 2019, we are ~10% more than Q1-2018 and so far March-2019 looks better than both Jan & Feb, using a small increase than Jan & Feb, Q1-2019 will be easily >65% than Q1-2018
As for the competition with GL, in terms of total benchmark Sales Dollars, V’s Market Share in Jan & Feb 2019 is > 55% which is logical since generic’s price is lower than V
Total Prescription Manufacturer’s Benchmark Sales Dollars
Q1-2019: $118,754,501 (Jan-Feb Only)
Year-2018: $507,688,219
Q4-2018: $150,858,368
Q3-2018: $127,872,935
Q2-2018: $119,828,421
Q1-2018: $109,128,495
Year-2017: $372,700,884
Q4-2017: $104,195,109
Q3-2017: $98,198,539
Q2-2017: $90,245,391
Q1-2017: $80,061,845
Year-2016: $236,175,111
Q4-2016: $70,100,790
Q3-2016: $62,297,985
Q2-2016: $55,489,282
Q1-2016: $48,287,055
Year-2015: $138,342,751
Q4-2015: $42,285,758
Q3-2015: $37,321,080
Q2-2015: $31,623,058
Q1-2015: $27,112,856
Year-2014: $81,112,735
Q4-2014: $25,369,741
Q3-2014: $21,859,069
Q2-2014: $18,283,947
Q1-2014: $15,599,979
Year-2013: $36,748,757
Q4-2013: $15,044,947
Q3-2013: $12,122,745
Q2-2013: $7,862,534
Q1-2013: $1,718,531
HD & Yumm
There you go, Yumm provided the details before me
Thx Yumm
Scripts Update (Last One)
As mentioned on the board earlier, the changes in numbers were for weeks 08/03 & 15/03. Weeks 22/03 & 29/03 had no problem with reported numbers, but i mentioned them again as changes can be seen in percentage changes vs previous week and ATH Classification. So i guess problem solved
Also no changes in Numbers & %. But since the numbers of previous weeks changed, below you will find an update for week ending 29/03 (Mainly changes in ATH Classification)
OLD V
TRx: 41,074 {vs 41,106; -0.08%} Sector -0.90% ---2nd ATH -- {ATH=41,106}
NRx: 18,052 {vs 18,200; -0.81%} Sector -2.95% --- 3rd ATH -- {ATH=18,440}
Ref: 23,022 {vs 22,906; +0.51%} Sector +0.74% ---ATH
NEW V
TRx: 41,074 {vs 41,106; -0.08%} Sector -0.90% --- 2nd ATH -- {ATH=41,106}
NRx: 18,052 {vs 18,200; -0.81%} Sector -2.95% --- 4th ATH -- {ATH=18,440}
Ref: 23,022 {vs 22,906; +0.51%} Sector +0.74% ---2nd ATH -- {ATH=23,317}
GenL (SAME)
TRx: 47,191 {vs 47,962; -1.61%}
NRx: 20,388 {vs 21,418; -4.81%}
L (SAME)
TRx: 921 {vs 928; -0.75%}
NRx: 328 {vs 330; -0.61%}
OLD Market Share
V TRx Market Share: 46.05% vs 45.68% ---ATH
V NRx Market Share: 46.56% vs 45.56% --- ATH
V Ref Market Share: 45.66% vs 45.77% --- 2nd ATH
NEW Market Share
V TRx Market Share: 46.05% vs 45.68% --- ATH
V NRx Market Share: 46.56% vs 45.56% --- 2nd ATH
V Ref Market Share: 45.66% vs 45.77% --- 2nd ATH
Scripts Update (3/3)
No changes in Numbers. But since the numbers of previous week changed, below you will find an update for week ending 22/03 (Only in % & ATH Classification)
OLD V
TRx: 41,106 {vs 39,673; +3.61%} Sector +0.00% --- ATH
NRx: 18,200 {vs 17,016; +6.96%} Sector +9.22% --- 2nd ATH – {ATH=18,440}
Ref: 22,906 {vs 22,657; +1.10%} Sector -6.31% ---2nd ATH
NEW V
TRx: 41,106 {vs 41,009; +0.24%} Sector -1.30% --- ATH
NRx: 18,200 {vs 18,413; -1.16%} Sector -0.82% --- 3rd ATH – {ATH=18,440}
Ref: 22,906 {vs 22,596; +1.37%} Sector -1.68% --- 2nd ATH
OLD GenL
TRx: 47,962 {vs 49,413; -2.94%}
NRx: 21,418 {vs 19,234; +11.35%}
NEW GenL
TRx: 47,962 {vs 49,287; -2.69%}
NRx: 21,418 {vs 21,546; -0.59%}
OLD L
TRx: 928 {vs 911; +1.87%}
NRx: 330 {vs 326; +1.23%}
NEW L
TRx: 928 {vs 886; +4.74%}
NRx: 330 {vs 320; +3.13%}
OLD Market Share
V TRx Market Share: 45.68% vs 44.08% --- ATH
V NRx Market Share: 45.56% vs 46.52% --- 4th ATH
V Ref Market Share: 45.77% vs 42.41% --- ATH
NEW Market Share
V TRx Market Share: 45.68% vs 44.97% --- ATH
V NRx Market Share: 45.56% vs 45.71% --- 4th ATH
V Ref Market Share: 45.77% vs 44.39% --- ATH
Scripts Update (2/3)
Changes for Week ending 15/03 (Changes in Numbers & Market Share)
OLD V
TRx: 39,673 {vs 40,171; -1.24%} Sector -0.97% --- 3rd ATH
NRx: 17,016 {vs 17,240; -1.30%} Sector -1.50% --- 5th ATH
Ref: 22,657 {vs 22,931; -1.19%} Sector -0.60% ---2nd ATH
NEW V
TRx: 41,009 {vs 40,924; +0.21%} Sector +1.11% --- ATH
NRx: 18,413 {vs 17,607; +4.58%} Sector +9.44% --- 2nd ATH
Ref: 22,596 {vs 23,317; -3.09%} Sector -4.63% ---2nd ATH
OLD GenL
TRx: 49,413 {vs 49,797; -0.77%}
NRx: 19,234 {vs 19,587; -1.80%}
NEW GenL
TRx: 49,287 {vs 48,385; +1.86%}
NRx: 21,546 {vs 18,902; +13.99%}
OLD L
TRx: 911 {vs 910; +0.11%}
NRx: 326 {vs 306; +6.54%}
NEW L
TRx: 886 {vs 872; +1.61%}
NRx: 320 {vs 296; +8.11%}
OLD Market Share
V TRx Market Share: 44.08% vs 44.20% --- 3rd ATH
V NRx Market Share: 46.52% vs 46.43% --- ATH
V Ref Market Share: 42.41% vs 42.67% --- 3rd ATH
NEW Market Share
V TRx Market Share: 44.97% vs 45.38% --- 2nd ATH
V NRx Market Share: 45.71% vs 47.84% --- 3rd ATH
V Ref Market Share: 44.39% vs 43.68% --- ATH
Scripts Update (1/3)
Changes has been fixed for weeks ending 08/03 & 15/03
Below the updates for Week Ending 08/03
OLD V
TRx: 40,171 {vs 40,285; -0.28%} Sector -0.11% --- 2nd ATH
NRx: 17,240 {vs 18,440; -6.51%} Sector -8.47% --- 4th ATH
Ref: 22,931 {vs 21,845; +4.97%} Sector +6.61% --- ATH
NEW V
TRx: 40,924 {vs 40,285; +1.59%} Sector -0.88% --- ATH
NRx: 17,607 {vs 18,440; -4.52%} Sector -9.28% --- 4th ATH
Ref: 23,317 {vs 21,845; +6.74%} Sector +5.88% --- ATH
OLD GenL
TRx: 49,797 {vs 49,738; +0.12%}
NRx: 19,587 {vs 21,810; -10.19%}
NEW GenL
TRx: 48,385 {vs 49,738; -2.72%}
NRx: 18,902 {vs 21,810; -13.33%}
OLD L
TRx: 910 {vs 958; -5.01%}
NRx: 306 {vs 320; -4.38%}
NEW L
TRx: 872 {vs 958; -8.98%}
NRx: 296 {vs 320; -7.50%}
OLD Market Share
V TRx Market Share: 44.20% vs 44.28% --- 2nd ATH
V NRx Market Share: 46.43% vs 45.45% --- ATH
V Ref Market Share: 42.67% vs 43.33% --- 2nd ATH
NEW Market Share
V TRx Market Share: 45.38% vs 44.28% --- ATH
V NRx Market Share: 47.84% vs 45.45% --- ATH
V Ref Market Share: 43.68% vs 43.33% --- ATH
BB
I totally agree regarding a potential European deal. My reply and highlighting of 5% Market Cap M&A Cap was in response to Marz's msg that NVS will BO AMRN in full (+ CVS)
Marz, reply regarding Novartis
Article published on FT
"Making clear that Novartis would be hunting for companies that would either help it reap greater rewards from these various technologies, or supplement drugs in the disease areas on which it has already chosen to focus, The head of Novartis Dr Narasimhan said: “If it doesn’t fit that framework then we don’t really want to play in it.”
His aspiration would be “to try to do M&A at around 5 per cent of our market cap which would be....in the range of $10bn a year”, he said."
In 2018 the drugmaker spent about $15bn on M&A, making it an unusually high-spending year for Novartis. However, Mr Narasimhan has set his target of limiting expenditure on acquisitions to 5 per cent of market cap after examining the policies of other large companies — not just the pharma sector — which have consistently delivered high total shareholder return through a disciplined approach to capital allocation.
So scratch that from your mind / wish list: ie Novartis Buying Out Amarin
https://www.ft.com/content/313c6abe-5628-11e9-a3db-1fe89bedc16e
Symphony Health Issue
Below you can find the latest update regarding scripts posted on 22/03/2019
"Based on historical data, Symphony Health is able to impute data across the prescription assets until the actual data can be restored. We are working to remedy this issue quickly and will provide an update when the situation has been resolved. (March 22, 2019)"
So it seems script numbers are being updated based on historical data. Apparently actual data is not available yet. Having said that, actual data, when the situation is resolved, can swing either way, but most probably data will surprise to the upside, JMO
Scripts Update for Week Ending 29/03
Last numbers for the historical slow month of March
ATH in TRx & NRx Market Share – ATH in Refills Numbers
V
TRx: 41,074 {vs 41,106; -0.08%} Sector -0.90% ---2nd ATH -- {ATH=41,106}
NRx: 18,052 {vs 18,200; -0.81%} Sector -2.95% --- 3rd ATH -- {ATH=18,440}
Ref: 23,022 {vs 22,906; +0.51%} Sector +0.74% ---ATH
GenL
TRx: 47,191 {vs 47,962; -1.61%}
NRx: 20,388 {vs 21,418; -4.81%}
L
TRx: 921 {vs 928; -0.75%}
NRx: 328 {vs 330; -0.61%}
V TRx Market Share: 46.05% vs 45.68% ---ATH
V NRx Market Share: 46.56% vs 45.56% --- ATH
V Ref Market Share: 45.66% vs 45.77% --- 2nd ATH
HLS THERAPEUTICS
An idea that occured to my mind, for those who might be interested
HLS is expecting that sales of V in Canada to be their top selling drug and sales to be between $150-$250million per year
Currently HLS market Cap stands @ $310million (Pink Ticker on US: HLTRF). It is not that liquid at the moment same goes for the HLS Ticker in Canada.
Anyhow, if sales are expected to be at these levels which is ~50% of current market cap, taking into consideration a minimal 3 to 1 sales ratio for just 1Year not more :):), so we can easily assume that valuation should be in the range of $450-$750million.
Current pink stock price is $11.45, meaning that the stock should easily reach the level of $16.60 - $27.70
Just my opinion and idea to share with those who might have missed a good entry price in AMRN. Having said that, i am still planning on holding my AMRN share for a long long long period. 1st invested in 2012 but bought the biggest bulk @ $1.17 Level, so just enjoying the ride
Good luck to all
Scripts Update for Week Ending 22/03
ATH in TRx Numbers, 2nd ATH in NRx & Refills
ATH in TRx & Refills Market Share
V
TRx: 41,106 {vs 39,673; +3.61%} Sector +0.00% --- ATH
NRx: 18,200 {vs 17,016; +6.96%} Sector +9.22% --- 2nd ATH – {ATH=18,440}
Ref: 22,906 {vs 22,657; +1.10%} Sector -6.31% ---2nd ATH
GenL
TRx: 47,962 {vs 49,413; -2.94%}
NRx: 21,418 {vs 19,234; +11.35%}
L
TRx: 928 {vs 911; +1.87%}
NRx: 330 {vs 326; +1.23%}
V TRx Market Share: 45.68% vs 44.08% --- ATH
V NRx Market Share: 45.56% vs 46.52% --- 4th ATH
V Ref Market Share: 45.77% vs 42.41% --- ATH
SP
IMO, lots of big funds play the option game and we should not forget that the weekly options strike $19 & $20 for covered calls will be in play. So deep pocketed funds will be protecting their covered calls and put pressure on the SP
Just my Opinion
Interesting Highlights from the PR
The Standards of Care update references the drug, icosapent ethyl, studied in REDUCE-IT, which Amarin markets under the brand name, Vascepa® (icosapent ethyl) capsules.
Amarin has commenced transmission of data to the FDA
Accordingly, FDA has not reviewed and opined on a sNDA related to REDUCE-IT.
ADA does not provide endorsements or any form of certification for brand name commercial products as a general policy of the organization.
The ADA standards also reiterate that:
“It should be noted that data are lacking with other omega-3 fatty acids, and results of the REDUCE-IT trial should not be extrapolated to other products.”
Cardiovascular disease is the leading cause of morbidity and mortality for individuals with diabetes, and cardiovascular disease is the cause of one in three deaths in the U.S. The ADA added that:
“Recently published research indicated an urgent need to update the 2019 Standards of Care to ensure optimal treatment recommendations for people with cardiovascular disease and diabetes.”
The findings were made with a level “A” grade of scientific evidence, which under ADA standards, reflects that REDUCE-IT was considered to be a large well-designed clinical trial.
Generally, according to ADA, A-level recommendations have the best chance of improving outcomes when applied to the population to which they are appropriate.
Amarin acknowledges the rigor with which the Standards of Care are reviewed by ADA’s Professional Practice Committee. The committee is comprised of a multidisciplinary team of 14 leading U.S. experts in the field of diabetes care. This includes physicians, diabetes educators, registered dietitians and others whose experience includes adult and pediatric endocrinology, epidemiology, public health, lipid research, hypertension, preconception planning and pregnancy care.
For the 2019 Standards of Care, Amarin has been informed that two designated representatives from the American College of Cardiology (ACC) reviewed the new updates and provided feedback on behalf of the ACC consistent with the final findings.
Scripts Update for Week Ending 15/03
ATH in NRx Market Share
As expected and explained last week, scripts acting exactly as previous years for the same period (Month of March), but lower decrease than 2017 & 2018
V
TRx: 39,673 {vs 40,171; -1.24%} Sector -0.97% --- 3rd ATH
NRx: 17,016 {vs 17,240; -1.30%} Sector -1.50% --- 5th ATH
Ref: 22,657 {vs 22,931; -1.19%} Sector -0.60% ---2nd ATH
GenL
TRx: 49,413 {vs 49,797; -0.77%}
NRx: 19,234 {vs 19,587; -1.80%}
L
TRx: 911 {vs 910; +0.11%}
NRx: 326 {vs 306; +6.54%}
V TRx Market Share: 44.08% vs 44.20% --- 3rd ATH
V NRx Market Share: 46.52% vs 46.43% --- ATH
V Ref Market Share: 42.41% vs 42.67% --- 3rd ATH
No Gap created today :):)
Herper, what a clown
still talking about mineral oil and strength trial
seriously a piece of #$%#@$%@&^ journalism
Should be investigated by SEC & FBI too
Vascepa® (icosapent ethyl) Showed 30% Reduction in Total Cardiovascular Events Including Recurrent Events in REDUCE-IT™
For best results when printing this announcement, please click on link below:
http://pdf.reuters.com/htmlnews/htmlnews.asp?i=43059c3bf0e37541&u=urn:newsml:reuters.com:20190318:nPn8gB3SNa
Vascepa® (icosapent ethyl) Showed 30% Reduction in Total Cardiovascular Events Including Recurrent Events in REDUCE-IT™
Approximately 159 Fewer Major Adverse Cardiovascular Events per 1000 Patients Studied
Data Show Relative Benefits of Vascepa Usage Grow Over Time
Amarin Schedules Webcast Discussion of Presented Data Today, March 18, 2019 at 4:00-5:00 pm CT
PR Newswire
BEDMINSTER, N.J. and DUBLIN, March 18, 2019
BEDMINSTER, N.J. and DUBLIN, March 18, 2019 /PRNewswire/ -- Amarin Corporation
plc (NASDAQ: AMRN), presented new data from its landmark cardiovascular
outcomes study of its prescription therapy, Vascepa® (icosapent ethyl), the
REDUCE-IT™ study, showing that Vascepa provided a statistically significant
30% risk reduction in total (first and subsequent) cardiovascular events
compared to placebo in the statin-treated patient population studied in
REDUCE-IT. These data presented today as a late-breaker presentation at the
American College of Cardiology's (ACC) 68th Annual Scientific Session in New
Orleans, LA, and published simultaneously in the Journal of the American
College of Cardiology, extend the scope of consistent effects of Vascepa
beyond a patient's first cardiovascular event to all subsequent cardiovascular
events, including cardiovascular death.(1)
Experience the interactive Multichannel News Release here:
https://www.multivu.com/players/English/8512651-amarin-reduce-it-vascepa-30-percent-reduction-total-cardiovascular-events/
(https://c212.net/c/link/?t=0&l=en&o=2405195-1&h=4256134329&u=https%3A%2F%2Fwww.multivu.com%2Fplayers%2FEnglish%2F8512651-amarin-reduce-it-vascepa-30-percent-reduction-total-cardiovascular-events%2F&a=https%3A%2F%2Fwww.multivu.com%2Fplayers%2FEnglish%2F8512651-amarin-reduce-it-vascepa-30-percent-reduction-total-cardiovascular-events%2F)
In November 2018, groundbreaking primary results of the REDUCE-IT study were
presented and published showing that Vascepa achieved the primary endpoint of
the study demonstrating a statistically significant 25% placebo-controlled
risk reduction in the first occurrence of major adverse cardiovascular events
(MACE) as well as statistically significant relative risk reductions in each
component of the MACE composite, consisting of cardiovascular death, heart
attack, stroke, coronary revascularization and hospitalization for unstable
angina. For the primary endpoint, a clinically impactful number needed to
treat of 21 was reported.
In the newly reported data, investigators led by the study's principal
investigator, Deepak L. Bhatt, MD, MPH, Professor of Medicine at Harvard
Medical School, Executive Director of Interventional Cardiovascular Programs
in the Heart and Vascular Center at Brigham and Women's Hospital, and the
Principal Investigator and Steering Committee Chair for REDUCE-IT, evaluated
patients' total cardiovascular events during the median study follow up of 4.9
years in REDUCE-IT. These analyses were tertiary or exploratory endpoints in
REDUCE-IT. Total events included both a patient's first occurrence of MACE as
well as all subsequent occurrences of MACE. Recurrent cardiovascular events
are common in people who have already had a heart attack. Various studies have
found a recurrence rate of close to 50% for any cardiovascular event or for
subsequent coronary revascularization in the year after a heart attack, and up
to 75% of patients have a recurrent event within 3 years.(2) Vascepa reduced
total events, first and subsequent events, by 30% compared to placebo,
reflecting that for every 1000 patients treated for 5 years with icosapent
ethyl versus placebo approximately 159 MACE could be prevented with Vascepa,
including prevention of approximately 12 cardiovascular deaths, 42 heart
attacks (myocardial infarctions), 14 strokes, 76 coronary revascularizations
and 16 episodes of hospitalization for unstable angina. There was also a 28%
reduction of total events in the key secondary endpoint of 3-point MACE in the
intent-to-treat population consisting of a composite of cardiovascular death,
nonfatal heart attack and nonfatal stroke.
"This is an impressive degree of risk reduction," said Dr. Bhatt. "From a
patient's perspective — and from my perspective as a physician — we care
about repeat events and the risk of surviving a first stroke or heart attack
only to go on to have a subsequent, and potentially fatal, event. The degree
of benefit that this analysis reveals is quite large, especially considering
that this is an additional layer of benefit on top of what statin and other
therapies have already provided."
REDUCE-IT was a global study of 8,179 patients who, despite stable statin
therapy, had elevated triglyceride levels (at least 135 mg/dL) and either
documented cardiovascular disease or diabetes with other cardiovascular risk
factors. Many patients with well-managed LDL-cholesterol remain at high risk
for cardiovascular events. No therapy is currently approved to treat such
residual cardiovascular risk in the population studied in REDUCE-IT and, prior
to the successful results of Vascepa demonstrated in the study, no other
therapy had demonstrated a 25% risk reduction compared to placebo on top of
statin therapy in a major cardiovascular outcomes trial within the primary
endpoint of any patient population. REDUCE-IT studied Vascepa 4 grams/day as
compared to placebo.
Benefits of Vascepa with respect to total cardiovascular event reduction were
shown to continue over time as displayed below in the cumulative event curves
of study results. The cardiovascular event curve for Vascepa visually
separated from the placebo event curve at approximately year one and continued
to separate throughout the remaining follow-up period. This relatively early
and continued separation of total cardiovascular event rates is consistent
with the primary events data (i.e., first occurrence data) from REDUCE-IT
previously reported. The separation was significant with respect to the
primary endpoint of first events and grows further over time for total
cardiovascular events.
The relative risk reduction demonstrated by Vascepa in REDUCE-IT has
implications for both patient health and the cost of
healthcare. Cardiovascular disease is the number one cause of death in the
United States and most of the world. In the U.S., there is one
cardiovascular death every 38 seconds. Cardiovascular disease is the most
expensive area of healthcare. Treating major adverse cardiovascular events is
expensive both at the time of the event and often for years to follow. This
cost is not only financial; it impacts patients through pain and suffering and
loss of productivity. Preventing such cardiovascular events would be
beneficial for patients, their families and for healthcare at-large. Amarin
believes that reducing approximately 159 MACE per 1000 patients treated will
position Vascepa well in pharmacoeconomic analyses planned to be conducted and
reported in 2019.
No new safety related results from REDUCE-IT were reported with this new data.
Safety data associated with REDUCE-IT was previously published in The New
England Journal of Medicine(3) and is provided below.
Commenting on this new data, John F. Thero, president and CEO of Amarin said
"We believe that the robustly positive cardiovascular outcomes results
demonstrated with Vascepa opens the door to a new era in preventative
cardiovascular care which can potentially benefit millions of at-risk
patients. Just as the REDUCE-IT results demonstrated that the effects of
Vascepa are unprecedented in reducing cardiovascular risk in at-risk patients,
as separately published, the mechanism of action of the unique small molecule,
single active ingredient in Vascepa is multifactorial and differentiated from
any other therapy."
Dr. Steven Ketchum, president of research and development and chief scientific
officer of Amarin stated, "We appreciate the ACC's designation of the new
results from REDUCE-IT as late-breaking clinical data as such designation
reflects ACC's recognition of the importance of the REDUCE-IT study and these
potentially paradigm-changing results. As we witnessed with our two earlier
successful Phase 3 studies of Vascepa, the MARINE and ANCHOR studies, we
believe clinical results from Vascepa studies are robust and consistently
favorable. We look forward to witnessing how these results improve patient
care and to further evaluation and publication of data pertaining to Vascepa
and REDUCE-IT. We remain very thankful to everyone involved in this landmark
study."
Amarin Investor/Analyst Conference Call
Amarin plans to webcast live a physician panel discussion for investors and
analysts later today (Monday, March 18) at 4:00 p.m. Central Time (CT) / 5:00
p.m. Eastern Time (ET). During the panel discussion leading physicians are
anticipated to review data pertaining to Vascepa presented at ACC's 68(th)
Annual Scientific Session, including the scheduled presentation today in the
late-breaker session regarding additional data from the REDUCE-IT
cardiovascular outcomes study. The panel discussion may also cover data from
the above described poster and from other posters presented at ACC.
This physician panel discussion will commence at the time shown above and will
be accessible via webcast through the investor relations section of the
company's website at www.amarincorp.com
(https://c212.net/c/link/?t=0&l=en&o=2405195-1&h=4104678049&u=http%3A%2F%2Fwww.amarincorp.com%2F&a=www.amarincorp.com)
. The panel discussion can also be heard via telephone by dialing
877-407-8033. A replay of the panel discussion will be made available for a
period of two weeks following the webcast. To hear a replay of the call, dial
877-481-4010 (inside the United States) or 919-882-2331 (outside the United
States). A replay of the panel discussion will also be available through the
company's website shortly after the webcast. For both dial-in numbers please
use conference ID 44518.
Amarin's Vascepa cuts occurrence of serious heart problems 30 pct -study
By Saumya Joseph
March 18 (Reuters) - A high dose of Amarin Corp's <AMRN.O>
Omega-3 drug Vascepa significantly reduced the occurrence of
first and subsequent heart attacks, strokes and other serious
heart problems in high-risk patients already taking cholesterol
medication by even more than initially reported, according to
data presented on Monday.
Compared with a placebo, Vascepa cut the combined rate of
heart attacks, strokes, heart-related death, need for
artery-clearing procedures and hospitalizations for unstable
angina by 30 percent in heart disease patients at high risk for
such events.
Amarin in September released initial results from the study
of 8,179 patients already taking other heart drugs that showed a
25 percent reduction of serious heart events for those receiving
a 4 gram dose of Vascepa compared with placebo, data that sent
its share price surging from around $3 to over $12. [nL4N1WA34F]
"With this drug, we are not only preventing that first heart
attack but potentially the second stroke and maybe that third
fatal event," Deepak Bhatt, the study's lead investigator from
Brigham and Women's Hospital in Boston, said in a statement.
"Prevention of such subsequent cardiovascular events could
improve patient outcomes and quality of life and may lower the
total cost burden of medical care,” Bhatt added.
The data was presented at the American College of Cardiology
scientific meeting in New Orleans.
Vascepa, a highly purified omega-3 fatty acid, a fat found
in fish oil, originally won U.S. approval to treat patients with
very high levels of triglycerides in their blood. Patients with
high triglycerides who also have complications like diabetes are
especially vulnerable to recurring cardiovascular complications.
Approval of an updated label for the pill that includes the
heart protection data should significantly boost sales, and
potentially pit Vascepa against the more expensive injectable
cholesterol drugs Repatha from Amgen <AMGN.O> and Praluent from
Regeneron Pharmaceuticals <REGN.O> and Sanofi <SASY.PA>.
Analysts are forecasting 2019 Vascepa sales of more than
$350 million and climbing to $1 billion by 2023, according to
Refinitiv data.
A breakdown of the updated data shows Vascepa cut the rate
of first heart events by 25 percent and second events by 32
percent. The incidence of a fourth or more events was reduced by
48 percent versus placebo.
In addition to statins to lower cholesterol, such as
Pfizer's <PFE.N> Lipitor, most of the patients in the study were
also talking other heart drugs, such as blood pressure medicines
or blood clot preventers.
$21 Calls are in play today, let's see the closing price later today
BB
Enjoy your trip. African Safari on my to do list in the near future hopefully
Have fun