Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.
Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.
Shame!!!
Spread the word.
Shame on @Amarincorp!!!!!!! $AMRN #Vascepa https://t.co/ajxKfqotzF pic.twitter.com/upTuPPgZWK
— Raf 🍊 (@ra_fun) October 11, 2022
I haven't been following lately. Can you or someone tell me what happened and what is this in reference to? Or just point me to a post.
Thanks.
NEWS
https://investor.amarincorp.com/news-releases/news-release-details/amarin-board-directors-issues-statement-response-sarissa
rigorously evaluate any potential candidates’ commitment and contributions they might bring to the Board and the Company. With this in mind, we have interviewed several highly qualified candidates and the Board is in final stages to appoint new independent directors. Throughout the Board’s consideration of these candidates, including Sarissa’s proposed nominees, we have kept Sarissa apprised of the Board’s refreshment process. This process remains ongoing.
We remain committed to engaging in constructive dialogue with Amarin shareholders, including Sarissa, and will continue to be guided by our commitment to act in the best interests of all shareholders.
Is this where @Amarincorp steps in and introduces their life-saving #cardiovascular drug, VASCEPA to the world?
— Raf 🍊 (@ra_fun) October 8, 2022
Hello @Amarincorp? https://t.co/Yj9J8aW0Pq
Interesting.
Today, we released an analysis on COVID-19 mRNA vaccines the public needs to be aware of. This analysis showed an increased risk of cardiac-related death among men 18-39. FL will not be silent on the truth.
— Joseph A. Ladapo, MD, PhD (@FLSurgeonGen) October 7, 2022
Guidance: https://t.co/DcWZLoMU5E
Press Release: https://t.co/Y0r9yepi7F
Scripts for week ending September 30, 2022
Drug Industry TRx: -0.8% w/w; +7.1% y/y
VASCEPA
TRx 62,703; -1.0% (-640) w/w; -22.8% y/y
NRx 28,824; -0.9% (-252) w/w; -22.6% y/y
Ref 33,879; -1.1% (-388) w/w; -22.9% y/y
Fake Vascepa
TRx 39,177; -4.4% (-1,817) w/w; As % of total V: 38.5%
NRx 19,160; -5.4% (-1,096) w/w; As % of total V: 39.9%
Ref 20,017; -3.5% (-715) w/w; As % of total V: 37.1%
Fake Vascepa by Manufacturer
Hikma - TRx 13,616; (-639) w/w; Generic share 34.8%; Total V share 13.4%
Reddy - TRx 18,154; (-1,334) w/w; Generic share 46.3%; Total V share 17.8%
Apotex - TRx 7,323; (+123) w/w; Generic share 18.7%; Total V share 7.2%
Teva - TRx 84; (+33) w/w; Generic share 0.2%; Total V share 0.1%
VASCEPA + Fake Vascepa
TRx 101,881; -2.4% (-2,457) w/w; +2.1% y/y
NRx 47,985; -2.7% (-1,349) w/w; +0.4% y/y
Ref 53,896; -2.0% (-1,109) w/w; +3.7% y/y
Lovaza (Fake & Brand)
TRx 61,633; -3.5% (-2,211) w/w; -2.4% y/y
NRx 30,155; -2.9% (-895) w/w; -3.0% y/y
Ref 31,478; -4.0% (-1,316) w/w; -1.8% y/y
I'd be willing to bet that if compared head to head, an increase of stock price does more to combat depression than EPA or any drug
I tweeted.
But they don't give a flying f*ck.
👋 @Amarincorp
— Raf 🍊 (@ra_fun) October 6, 2022
Are you going to fix the incorrect dates in your court filing from September 27, 2022?
I notified you via email two days ago but that went unacknowledged.
As a share holder who is down 95% in 3 years, your track record in court has me very concerned. $AMRN pic.twitter.com/yOAtdx5xp8
Maybe she'll give a large grant to Amarin but I don't even trust these bozos to spend the money wisely.
I'm mostly joking about the 1st part and 100% serious about the 2nd part.
I don't.
BREAKING.
Unfortunately, my first instinct was correct.
The 102 discrepancy in GV SCRIPTS is from the newcomer, TEVA.
Specifically, TEVA appears to be selling the 0.5MG version only, no 1mg. (and none of the other generics appear to have sold any 0.5mgs) So a whopping 51 TRx (40/11 NRx/refills).
F. U. Teva.
Except that those on Medicare Part D aren't eligible for the rebates.
GV numbers didn't fully add up this week. GV TRx was 102 more than the sum of the 3 individual GVs.
I will do a deeper dive this weekend
Could be due to an error, a new Generic (Teva?) ... I would think that Amarin would PR if they launched AG.
Scripts for week ending September 23, 2022
Drug Industry TRx: -1.2% w/w; +5.8% y/y
Vascepa
TRx 63,343; -1.7% (-1,121) w/w; -23.4% y/y
NRx 29,077; -2.4% (-719) w/w; -22.2% y/y
Ref 34,266; -1.2% (-401) w/w; -24.3% y/y
Lovaza (Fake & Brand)
TRx 63,845; -2.5% (-1,647) w/w; -0.5% y/y
NRx 31,051; -3.8% (-1,238) w/w; -0.4% y/y
Ref 32,794; -1.2% (-409) w/w; -0.7% y/y
Fake Vascepa
TRx 41,046; +2.5% (+1,003) w/w; As % of total V: 39.3%
NRx 20,297; +4.3% (+832) w/w; As % of total V: 41.1%
Ref 20,750; +0.8% (+171) w/w; As % of total V: 37.7%
Fake Vascepa by Manufacturer
Hikma - TRx 14,255; (-118) w/w; Generic share 34.8%; Total V share 13.7%
Reddy - TRx 19,488; (+1,364) w/w; Generic share 47.6%; Total V share 18.7%
Apotex - TRx 7,200; (-352) w/w; Generic share 17.6%; Total V share 6.9%
Vascepa + Fake Vascepa
TRx 104,389; -0.1% (-117) w/w; +2.5% y/y
NRx 49,374; +0.2% (+113) w/w; +2.5% y/y
Ref 55,016; -0.4% (-230) w/w; +2.5% y/y
This is the 1st tweet by @Amarincorp in nearly 2 months and that's the best they came up with? 🤡
— Raf 🍊 (@ra_fun) September 29, 2022
Who cares about defending, promoting or simply mentioning their only product (VASCEPA) or REDUCE-IT trial that their shareholders paid $500,000,000 for?👇https://t.co/b1WzYSKnH6 https://t.co/W30HqwAL8R
First tweet in nearly 2 months.
#DYK that more people die from #CVD worldwide than from any other cause?
— Amarin (@Amarincorp) September 29, 2022
Today is #WorldHeartDay. Let’s help @worldheartfed raise awareness of CVD & highlight the actions that can be taken to prevent and control it. Learn more about World Heart Day here:https://t.co/9dfVNjSOxG pic.twitter.com/cdMojZmYi0
Where has this been all along and why hasn't Amarin been tweeting this?!
VASCEPA® (icosapent ethyl) is available at a lower cost than generic icosapent ethyl for most patients. Commercially insured patients can pay $9 or less for branded VASCEPA using the VASCEPA Savings Card.
— RXinsider (@RXinsider) September 28, 2022
Learn more from @Amarincorp: https://t.co/6dMXFoo6Pu pic.twitter.com/X0kOve8o6f
🚨🚨🚨🚨 VASCEPA 🚨🚨🚨🚨@BudoffMd @DLBHATTMD @VietHeartPA @mmillermd1 @CardioNerds @American_Heart @ACCinTouch @NBSaphierMD @FLSurgeonGen @KPHeartDoc @drscottyk $AMRN https://t.co/XwlAtdTPNQ
— Raf 🍊 (@ra_fun) September 28, 2022
Scripts for week ending September 16, 2022
Drug Industry TRx: +5.5% w/w; +7.1% y/y
Vascepa
TRx 64,464; +4.8% (+2,948) w/w; -21.5% y/y
NRx 29,796; +10.2% (+2,752) w/w; -19.7% y/y
Ref 34,668; +0.6% (+196) w/w; -22.9% y/y
Lovaza (Fake & Brand)
TRx 65,492; +9.1% (+5,450) w/w; +1.9% y/y
NRx 32,289; +14.3% (+4,046) w/w; +2.8% y/y
Ref 33,203; +4.4% (+1,404) w/w; +1.0% y/y
Fake Vascepa
TRx 40,043; +6.8% (+2,566) w/w; As % of total V: 38.3%
NRx 19,465; +12.9% (+2,225) w/w; As % of total V: 39.5%
Ref 20,578; +1.7% (+341) w/w; As % of total V: 37.2%
Fake Vascepa by Manufacturer
Hikma - TRx 14,367; (+917) w/w; Generic share 35.9%; Total V share 13.7%
Reddy - TRx 18,124; (+934) w/w; Generic share 45.3%; Total V share 17.3%
Apotex - TRx 7,552; (+715) w/w; Generic share 18.9%; Total V share 7.2%
Vascepa + Fake Vascepa
TRx 104,507; +5.6% (+5,514) w/w; +3.1% y/y
NRx 49,261; +11.2% (+4,977) w/w; +2.7% y/y
Ref 55,246; +1.0% (+537) w/w; +3.5% y/y
Vascepa
VASCEPA VASCEPA VASCEPA VASCEPA VASCEPA VASCEPA VASCEPA VASCEPA VASCEPA VASCEPA VASCEPA VASCEPA VASCEPA VASCEPA VASCEPA VASCEPA VASCEPA VASCEPA VASCEPA VASCEPA VASCEPA VASCEPA VASCEPA VASCEPA VASCEPA VASCEPA VASCEPA VASCEPA VASCEPA VASCEPA https://t.co/5yDGPpOcbJ
— Raf 🍊 (@ra_fun) September 22, 2022
To be fair to them, they haven't been as bad lately: they haven't misspelled their company's name in their tweets in the last few months. Baby steps by #TeamAmain.
Narrator: they haven't tweeted in the last 7 weeks.
Not that it matters, but... https://stocktwits.com/rafunrafun/message/486397184
EPA-Vascepa overload 😍
— Raf 🍊 (@ra_fun) September 18, 2022
💥 EPA:AA ratio is key to #cardiovascular health 💥
EPA 👍
AA 👎@DLBHATTMD @VietHeartPA @mmillermd1 @BudoffMd @ACCinTouch @SABOURETCardio @American_Heart @CardioNerds @FLSurgeonGen @KPHeartDoc @drscottyk pic.twitter.com/mBtBUn1VcW
My biggest take of that slide (which doesn't necessarily answer your questions) is that Asians on Vascepa did much better than any other subgroup.
REDUCE-IT's Asians data:
https://stocktwits.com/rafunrafun/message/485526654
Is anyone excited for the RESPECT-EPA data, featuring Icosapent Ethyl - VASCEPA? #AHA22 #CVDhttps://t.co/1es8P0Lkx7
— Raf 🍊 (@ra_fun) September 17, 2022
Will it replicate REDUCE-IT? @DLBHATTMD @VietHeartPA @mmillermd1 @BudoffMd @American_Heart @SABOURETCardio @NBSaphierMD @FLSurgeonGen @KPHeartDoc @Amarincorp pic.twitter.com/xUaScooF8y
Take everything that I wrote today and ignore it - except the RRR question for TTE.
I didn't realize that this was solely on the Japanese population.
I thought it was in the USA, and if it was, it would have been designed to fail.
I stand corrected.
Can someone point me to a website that shows the trial design?
Still missing the rationale for why 2g instead of 4, since 4 has been found safe. Pretty sure the RESPECT investigators knew that 4g was safe by the time the trial began.
Yeah but because there are less participants, a much higher RRR than REDUCE-IT is needed to be stat significantly.
TTE - mind crunching the numbers?
I'm guessing 18-20%.
Not an easy task, considering less time and 50% lower dosage.
Can someone explain me the logic behind the 2g dosage instead of the 4g dosage?
Didn't everyone say all along that dosage is key (4g, not 2g of EPA). If this is true, then I don't see how RESPECT could be anywhere as successful as REDUCE-IT.
What am I missing?
Scripts for week ending September 9, 2022 - Labor Day
Drug Industry TRx: -5.8% w/w; +8.4% y/y
Vascepa
TRx 61,516; -4.3% (-2,735) w/w; -18.6% y/y
NRx 27,044; -5.3% (-1,500) w/w; -17.1% y/y
Ref 34,471; -3.5% (-1,234) w/w; -19.7% y/y
Lovaza (Fake & Brand)
TRx 60,041; -7.8% (-5,060) w/w; +1.8% y/y
NRx 28,242; -11.1% (-3,514) w/w; +2.8% y/y
Ref 31,799; -4.6% (-1,546) w/w; +1.0% y/y
Fake Vascepa
TRx 37,477; -7.0% (-2,807) w/w; As % of total V: 37.9%
NRx 17,239; -13.5% (-2,693) w/w; As % of total V: 38.9%
Ref 20,238; -0.6% (-114) w/w; As % of total V: 37.0%
Fake Vascepa by Manufacturer
Hikma - TRx 13,450; (-842) w/w; Generic share 35.9%; Total V share 13.6%
Reddy - TRx 17,190; (-1,343) w/w; Generic share 45.9%; Total V share 17.4%
Apotex - TRx 6,837; (-621) w/w; Generic share 18.2%; Total V share 6.9%
Vascepa + Fake Vascepa
TRx 98,993; -5.3% (-5,541) w/w; +6.7% y/y
NRx 44,284; -8.6% (-4,193) w/w; +5.2% y/y
Ref 54,709; -2.4% (-1,348) w/w; +7.9% y/y
Why is the medical establishment NOT pushing VASCEPA, which significantly reduces the incidence of CVD in diabetics, as was shown in REDUCE-IT?!https://t.co/hgvBMamyoz@DLBHATTMD @VietHeartPA @mmillermd1 @NBSaphierMD @MartyMakary @FLSurgeonGen @RepGregMurphy @SABOURETCardio
— Raf 🍊 (@ra_fun) September 16, 2022
Scripts for week ending September 2, 2022
Drug Industry TRx: +4.0% w/w; +8.2% y/y
Vascepa
TRx 64,250; +2.2% (+1,374) w/w; -21.2% y/y
NRx 28,545; -0.4% (-115) w/w; -22.0% y/y
Ref 35,706; +4.4% (+1,490) w/w; -20.6% y/y
Lovaza (Fake & Brand)
TRx 65,102; +3.9% (+2,454) w/w; +2.6% y/y
NRx 31,756; +2.8% (+872) w/w; +3.9% y/y
Ref 33,345; +5.0% (+1,581) w/w; +1.5% y/y
Fake Vascepa
TRx 40,284; +3.6% (+1,418) w/w; As % of total V: 38.5%
NRx 19,932; +2.1% (+406) w/w; As % of total V: 41.1%
Ref 20,352; +5.2% (+1,011) w/w; As % of total V: 36.3%
Fake Vascepa by Manufacturer
Hikma - TRx 14,292; (+833) w/w; Generic share 35.5%; Total V share 13.7%
Reddy - TRx 18,533; (+343) w/w; Generic share 46.0%; Total V share 17.7%
Apotex - TRx 7,458; (+242) w/w; Generic share 18.5%; Total V share 7.1%
Vascepa + Fake Vascepa
TRx 104,534; +2.7% (+2,792) w/w; +5.5% y/y
NRx 48,477; +0.6% (+290) w/w; +4.3% y/y
Ref 56,057; +4.7% (+2,502) w/w; +6.6% y/y
A question & PACER update.
1. I haven't followed anything Amarin-related (other than SCRIPTS) in weeks. Can someone tell me if there have been any developments in the last 5-6 weeks? Any news on MITIGATE (the trial website hasn't been updated since January 2022)?
2. The latest in PACER:
Scripts for week ending August 26, 2022
Drug Industry TRx: -1.2% w/w; +8.6% y/y
Vascepa
TRx 62,876; -0.5% (-324) w/w; -21.1% y/y
NRx 28,660; -0.3% (-98) w/w; -20.7% y/y
Ref 34,216; -0.7% (-226) w/w; -21.5% y/y
Lovaza (Fake & Brand)
TRx 62,648; -1.5% (-945) w/w; +1.7% y/y
NRx 30,884; -0.9% (-285) w/w; +2.4% y/y
Ref 31,764; -2.0% (-659) w/w; +1.1% y/y
Fake Vascepa
TRx 38,866; -0.4% (-166) w/w; As % of total V: 38.2%
NRx 19,527; +1.6% (+310) w/w; As % of total V: 40.5%
Ref 19,339; -2.4% (-476) w/w; As % of total V: 36.1%
Fake Vascepa by Manufacturer
Hikma - TRx 13,459; (-258) w/w; Generic share 34.6%; Total V share 13.2%
Reddy - TRx 18,190; (-221) w/w; Generic share 46.8%; Total V share 17.9%
Apotex - TRx 7,216; (+312) w/w; Generic share 18.6%; Total V share 7.1%
Vascepa + Fake Vascepa
TRx 101,742; -0.5% (-490) w/w; +5 5% y/y
NRx 48,186; +0.4% (+212) w/w; +5.2% y/y
Ref 53,556; -1.3% (-702) w/w; +5.7% y/y