Wednesday, February 25, 2026 8:20:49 PM
Well I see lots of excitement & high fever over the reporing of the earnings. As I previously reported, I did not expect any news or revelation in the call. Snafu as usual over the past numerous quarters, and the 12 % downside is also normal considering the absent increase in sales in the 4th Qtr.
What we know however is that the restructuring of the sales took place only in late June 2025 (Recordati agreement. Therefore it seems normal that sales were only 2.3 in the quarter as Recordati prioritzed their efforts of distribution in Italy in 2025, and then most likely will begin addressing the ROE in 2026 ( France, Germany, Spain). ( For those of you that have been here a while, do you remember what were the sales in the UK in the first 6 months subsequent to the launch of Vascepa in Oct 2022 ? I am sure CaptBeer or some others can look that up.
The decrease in revenue from ROW is what surpride me the most , it went down from 11.9 Million in 2024 to 3.1 million in 2025.
One has to be aware also of the following fact disclosed by Amarin 10 K in 2024, that is :" If Edding, Biologix, HLS, CSL, Lotus, Neopharm or Vianex, or other third parties who we rely on for development and commercialization of VASCEPA, do not successfully carry out their contractual obligations or meet expected deadlines, our recourse and remedies against these parties is limited". Perhaps this should also been taken in consideration when trying to assess future revenues as a whole & from ROW.
also only 390 k was traded today, that;s only 1.8 % of outstanding shares
What we know however is that the restructuring of the sales took place only in late June 2025 (Recordati agreement. Therefore it seems normal that sales were only 2.3 in the quarter as Recordati prioritzed their efforts of distribution in Italy in 2025, and then most likely will begin addressing the ROE in 2026 ( France, Germany, Spain). ( For those of you that have been here a while, do you remember what were the sales in the UK in the first 6 months subsequent to the launch of Vascepa in Oct 2022 ? I am sure CaptBeer or some others can look that up.
The decrease in revenue from ROW is what surpride me the most , it went down from 11.9 Million in 2024 to 3.1 million in 2025.
One has to be aware also of the following fact disclosed by Amarin 10 K in 2024, that is :" If Edding, Biologix, HLS, CSL, Lotus, Neopharm or Vianex, or other third parties who we rely on for development and commercialization of VASCEPA, do not successfully carry out their contractual obligations or meet expected deadlines, our recourse and remedies against these parties is limited". Perhaps this should also been taken in consideration when trying to assess future revenues as a whole & from ROW.
also only 390 k was traded today, that;s only 1.8 % of outstanding shares
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