Replies to post #118200 on Amarin Corp Plc (AMRN)

[rafunrafun]

Scripts / Net Revenue

Through 3 quarters in 2017, we did $126.3 million in net revenues. Amarin projects the year to be $165-175 million.

To reach $165 million, we would need $38.7 million in Q4.

To reach $175 million, we would need $48.7 million in Q4.

Last Q (3Q2017), we did $47.1 million.

For comparison, last year, in 3Q it was $32.4 million; in 4Q it was $38.7 million; a gain of 19% or $6.3 million.

So if we have a similar growth this quarter (seems like it thus far), we would have $54 million, making the total net revenue for 2017: $180 million.


And a question, for those who got this far:

Per Amarin: "Estimated normalized total Vascepa prescriptions, based on data from Symphony Health Solutions and QuintilesIMS, totaled approximately 374,000 and 372,000, respectively, for the three months ended September 30, 2017."

But when I added Sam's monthly (institutional & retail) totals for 3Q, I came up with 333,313 - (EDIT, I didn't need to add, since Sam added them already in his earlier post)

Why is there a discrepancy in ~40,000 scripts?

And of course, thank you so much for your crucial contributions, Sam!

[dmlcento]

Thanks for the info Sam. The big question I have is, who is still prescribing Lovaza? I wonder if this is Ralphey?

[oneragman]

Sam,
Solid numbers. To me it shows AMRN shifted focus to institutions over the summer. This would make sense. Whether they maxed out on the high prescribers or not, they would definitely want to start focusing on institutions having multiple calls to each prior to RI results.