Amarin Corp Plc (AMRN)

[CaptBeer]

$AMRN Generic Penetration: KM says, “we have not seen an acceleration of total generic penetration with the third entrant on the market.” Let’s look at the data for Q4 2021, Q1-2022, and the first 3 weeks (April) of Q2 2022:
Three Graphs:
Left: Total Individual Scripts:
• ApoTex came online and grew scripts through the Quarter. Appears be leveling off (April)
• Hikma has continuously declined throughout the quarter (-40%).
• DRL has slightly declined throughout Q1, Accelerated WE 4/22/2022

Middle: Consolidated New Scripts:
• Generic V grew 1st half of Q1, Declined last half of Q1, Big pop WE 4/22/2022 all by DRL

Right: Consolidated Total Scripts:
• Generic V remained flat last 5 weeks of quarter, popped WE 4/22/2022

Bottom Table: Total Individual Scripts for April:
Tomorrow’s scripts will be enlightening.