InvestorsHub Logo
icon url

stoneroad

12/13/19 5:01 PM

#233519 RE: dmiller #233515

Agreed.
icon url

bubbarayjr

12/13/19 5:01 PM

#233520 RE: dmiller #233515

Remember AMRN is very conservative..this is a very low bar
icon url

Jeffkad

12/13/19 5:04 PM

#233526 RE: dmiller #233515

Yeah, seems low, but maybe trying to take into account slow formulary updates throughout the year. Unfortunately the delay from Sept to Dec f**ked AMRN as 2020 formulary decisions have prolly already been made. From some research I did, seems like most insurers/PBMs revise formularies within 3-6 months of new drug approvals, or at least that’s their stated goals.
icon url

IgnoranceIsBliss

12/13/19 5:04 PM

#233528 RE: dmiller #233515

dmiller, JT has been a consistent underpromise overdeliver guy

I think they can do a billion, but a double would still be great

Doubling every year for 3 years gets us to $3.2bn in 2022 -- which is pretty realistic with Europe and more ROW coming online

And additional indications possibly
icon url

Mellowmood77

12/13/19 5:12 PM

#233551 RE: dmiller #233515

There is underpromise, and then there is this. With Sam’s script numbers TODAY we are on track for 550 million in revenue.