InvestorsHub Logo
icon url

Whalatane

07/31/21 2:28 PM

#348734 RE: Pharmacydude #348671

Pdude ...the Delta variant is Covid on steroids

https://www.reuters.com/world/china/how-delta-variant-upends-assumptions-about-coronavirus-2021-07-26/

Far " fitter " then previous strains ...so let's hope Vascepa is up to the task .

Delta is still rare in Argentina ...as of July 17th only 9 cases linked to travelers ...from my quick scan ....so none in PREPARE-IT will have had the Delta variant so we won't know how well this variant responds to Vascepa .
Your view appears to be that it won't matter . I'm not so sure

Re scripts ...chk Capt Beers graphs ( Thx Capt ). Brand Vascepa scripts peaked in Q4 2020 and have declined ever since DESPITE millions ( we will know soon how many millions of $ ) spent so far this year on sales reps , DTC ads and marketing in general .
Generic Vascepa ..Hikma script numbers ...have steadily increased this year DESPITE little if anything in the way of marketing .
So its reasonable to assume that Hikma has been the main beneficiary of AMRN's marketing spend .

API supply may be limited to the generics now ....but that won't last for ever . The demand appears to be for generic Vascepa and API suppliers will eventually respond UNLESS AMRN succeeds in their infringement legal action.

So IMHO ...without a win on the legal front or some outrageously good data from the PREPARE-IT trial ...the US market is lost and the EU market is a cash burn for the next 2 yrs .

Lets hope your confidence in PREPARE-IT bears fruit

Kiwi