Amarin Corp Plc (AMRN)

[HDGabor]

A lot of good idea came up as a reason of the Refill number (ratio).
ie.:
- NRx includes renewals,
- off label and only taking 2-3 g

however these are true for other drugs also. I see two reason that could be Vascepa specific:

- side effects (we aren't aware of)
- insurance coverage

side effects: since it it is very well regulated - report to FDA, etc - I think it is very small, we did not see / hear any news about it

insurance coverage: We do not know the exact status and we know few consumer behavior. , so it could be the reason.

Based on 10-Qs/K and QCCs:

Q32013: Total life covered the 200 million, Tier 2 lives to over 92 million

Q42013: Total life covered over 200 million, Tier 2 lives to over 100 million. Tier 2 coverage exceeds 66% of the maximum level of Tier 2 coverage which has been achieved over multiple years by comparable
therapies.

Q12014: No update of numbers. "So we have seen in some cases the generic come on at Tier 1 and other cases it's not come on at Tier 1, we've seen some Lovaza move back out of Tier 2. But relative to Vascepa, where we're on Tier 2 unrestricted its remained on Tier 2 unrestricted." "So far, so good, but given, again, given our clinical profile and given our discussions with payers, we are not anticipating any major changes in the -- or any backward major changes in our Tier 2 coverage we continue to look to -- in fact we continue to expand our Q2 coverage and we're optimistic that, that will happen."

Q22014: No update of numbers. "In Q2, we did not witness any significant switching of patient’s from Vascepa to generic Lovaza and we continue to witness formulary coverage growth and tier-2 coverage growth from Vascepa after the launch of generic Lovaza."