From 2011 through 2016 Under Armor had 20%+ growth every consecutive quarter, so although you're right in that as sales get higher it gets harder to maintain a given growth rate, it's certainly possible for AMRN to double 2019 sales because their addressable patient population is going to go up 5X to 15X depending on how broad their label is - that's huge. Will be interesting to see what JT guides too in the Q4 earnings CC - it will be a range, but if he stays conservative and says top end is $750M with the expanded label I think the pps gets clobbered. I also think this Q1 may be different than prior ones, because there's a pent up demand of V patients who want it but can't get it until CVD is on the label, either because insurance won't cover it or docs won't write the scrips - both roadblocks could disappear in Q1, although the PDUFA delay is going to cost us sales because formularies may not get updated quickly - but some folks have reported their insurance has already moved V up to a cheaper tier for 2020. Unfortunately for Medicare patients, we'll likely have to wait until 2021 for V to move up a tier - or you could try to guess which insurers are more likely to update a formulary mid-year and hope you guessed right.
On that topic, the people who said their commercial insurance had already moved V up a tier for 2020 - what companies are they? For some reason Aetna comes to mind, would like that confirmed or corrected - and hope those that posted about this read this post and respond, I need to pick a Part D plan. Oh, one other clue - something sticks in my mind that I wrote a note to not look for a plan until Dec. 1 because an insurer was going to do something different starting in Dec - maybe put out a formulary update - anyone recall that being mentioned here?
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