Replies to post #348550 on Amarin Corp Plc (AMRN)

[Laurent Maldague]

Thanks Raf. At least V+GV crossed the 100k line on a slight down week for overall drug Trx.

[bidmark]

Has anybody asked or answered the question if the infringement beyond the Marine indication is cumulative? That is, if it is somehow proven that the Marine indication represents 10% of Vascepa's total market, and the generics combined are taking, say, 18%, is the generic (e.g., Hikma) that's taking 12% going to be the infringer, but not Reddy who is only taking 6%? Or do they both get dinged just because?

[Invest83838]

Raf, Can you or CaptBeer with his graphs

send this info to AMRN?

and ask them why they are so ineffective at selling Vascepa

considering their numerous sales people

and if they are planning more infringement lawsuits

[oneragman]

Another item JT was wrong on.

We think we can grow the market faster than generics can increase their supply.

[Examiner77]

Thank u Raf
i was expecting to see an uptick in numbers with the all the formularies changes
Weird !
Any explanation other than the incompetence of Amarin??!

[MNBioMike]

Boy, these docs are tough sells if NBA dancers are having a hard time peddling this stuff.

[rafunrafun]

Scripts for week ending July 30, 2021

Overall drug TRx are -0.6% w/w

Vascepa
TRx 81,797; -3.8% (-3,273) w/w; -5.4% y/y
NRx 35,916; -5.3% (-1,994) w/w; -11.1% y/y
Ref 45,881; -2.7% (-1,279) w/w; -0.5% y/y

Lovaza (Generic & Brand)
TRx 61,926; -2.0% (-1,293) w/w; +2.5% y/y
NRx 29,954; -3.4% (-1,044) w/w; +0.7% y/y
Ref 31,972; -0.8% (-249) w/w; +4.4% y/y

Generic Vascepa
TRx 14,889; -4.7% (-733) w/w; As % of total V: 15.4%
NRx 8,289; -8.3% (-749) w/w; As % of total V: 18.8%
Ref 6,600; +0.2% (+16) w/w; As % of total V: 12.6%

Generic Vascepa by Manufacturer
Hikma TRx 11,321 (-754); Generic share 76.0%; Total V share 11.7%
Reddy TRx 3,568 (+20); Generic share 24.0%; Total V share 3.7%