Replies to post #346452 on Amarin Corp Plc (AMRN)

[dukesking]

Thanks Raf. So far it looks like generics may truly be supply constrained. I was worried about Dr. Reddy launching and eroding Vascepa shares a lot more than it has.

[Number sleven]

Raf, Thanks for the numbers. Dr. Reddy's share of the generic market went up and Hikma came down. Do you think they are now in competition with each other for the limited supply of CCSB?
Sleven,

[ramfan60]

Much appreciated Raf

[mrmainstreet]

Thanks for the numbers Raf.

The flat sales are really disturbing and I don't understand how this sales force can make zero impact week after week.

Either that or Vascepa users are not renewing their scripts and the company is simply replacing attrition.

Neither option is very appetizing from a growth perspective. An absolute failure across the board since the plateau around 80-90k scripts.

[fsulevine]

Cool, thank you!!

[Anilkhera]

Thanks Raf!!

[ralphey]

Is this an on or off week for generics ?

I think the most telling aspect here is the increase in Lovaza -

there is absolutely no reason for the Trig >500 market to be increasing at the same rate the CAD market is - the occurrence rate of the two diseases are in no way equivalent !

What does this tell us ?

we have an EDUCATION / MARKETING problem !!!


DOcs dont understand the difference and neither do insurances ( or they play dumb) -

[rafunrafun]

Looking for any constructive criticism on how to improve the script posts / format.

Not looking for any thank you's but figured with so many eyes on this, someone may have a good idea.

[Saverio]

hey Rafunrafun quick question,
From what sources do you get the VASCEPA and generic VASCEPA prescription?

[rafunrafun]

Scripts for (holiday) week ending July 9, 2021

Overall drug TRx are -6.6% w/w.

Vascepa
TRx 79,642; -5.4% (-4,544) w/w; -4.1% y/y
NRx 34,354; -8.7% (-3,936) w/w; -10.3% y/y
Ref 45,289; -2.7% (-1,269) w/w; +1.1% y/y

Lovaza (Generic & Brand)
TRx 59,619; -6.1% (-3,853) w/w; -2.7% y/y
NRx 27,567; -11.4% (-3,533) w/w; -6.1% y/y
Ref 32,052; -1.0% (-320) w/w; +0.5% y/y

Generic Vascepa
TRx 11,885; -11.5% (-1549) w/w; As % of total V: 13.0%
NRx 6,637; -14.9% (-1,166) w/w; As % of total V: 16.2%
Ref 5,248; -6.8% (-383) w/w; As % of total V: 10.4%

Generic Vascepa by Manufacturer
Hikma TRx 9,323; Generic share 78.4%; Total V share 10.2%
Reddy TRx 2,563; Generic share 21.6%; Total V share 2.8%