Amarin Corp Plc (AMRN)

[Mogwai]

Two things need to be looked at. First is what the total sector is doing. Is the total sector increasing? Decreasing? Staying constant? And secondly, what is AMRN's share of that market.

If market share was going up slowly over time, but the overall sector was decreasing over time, then it could be that vascepa scripts were actually decreasing over time while market share increased over time. That would not be a positive scenario.

However, the overall sector is appearing to be pretty constant at the moment, so market share is the metric to determine if they are gaining ground or not. So if the overall sector increases, and Vascepa increases right along with it, such that market share is unchanged, that is not significant. That is just ebb and flow. Did you see how much branded Lovaza went up that week?!

I am surprised this is such a difficult concept.