Replies to post #241122 on Amarin Corp Plc (AMRN)

[KCSVEN]

It says CURRENT market not estimated revenue, which is inline with Amarin sales growth in that market from 2019 to 2020. It really is meaningless IMO

[HDGabor]

d-

Hickma is projecting on assumptions that they will capture the Vascepa market which includes ReduceIt CVD label scripts to reach that value. There’s no way that they think the high triglyceride >500 would have those value estimations. They are implying that they expect a very large part of that estimate.

Hikma listed the targeted drugs …. and the revenue of these drugs (provided by IQVA).
They did not say anything about their expectation for market share* or revenue. (* no way that they will have 100% market share … $750 is the 100%)
The slide does not prove or hint anything other than they would like to sell generic version of these drugs (inc. Vascepa).

Best,
G