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Larrybirdlegend

05/11/20 8:18 PM

#272825 RE: Bill B #272821

Channel stuffing evidence?

No, thus why I said “potentially “


I do understand the gravity of that but from a #s perspective and review of q1 look at the facts

1. No dtc
2. Limited adjustments on improved insurance tiers
3. The 2nd (400 of 800) still building relationships
4. The severe disconnect from weekly scripts to the $150m total

I have no sales background other than one summer in high school selling ice cream so my wheelhouse is elsewhere but just ask yourself , first impression, when JT said $150 how many thought, strange?


Now, I would love to be wrong but I heard those rumblings in the past and chalked it up to another scare tactic by shorts but something clearly is afoot.
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sts66

05/12/20 5:46 PM

#273032 RE: Bill B #272821

AMRN does not channel stuff - but their distributors do it every Q4, building up inventory in advance of the annual cost increase.