Replies to post #351478 on Amarin Corp Plc (AMRN)

[Number sleven]

Raf, Thanks for the numbers.
Sleven,

[fsulevine]

Ugh. Definitely some infringement going on!

[marjac]

Even more motivated to stop the generics' advance in its tracks at the Federal Circuit level. These numbers are sickening.

[Birdbrain Ideas]

Thanks for posting scripts. I'm not too discouraged by these numbers for the following reasons:

1) The fact that scripts of all drugs for the week are flat and Lovaza also did not experience a particularly good week leads me to believe that August vacations and general summer slumber and likely even doctors on vacation made it hard this week to gain traction.

2) I forget what the numbers were for generics last week, but this might have been the every-other-week boost they get. If so, a 6 percent rise is considerably less than the 20 percent to 25 percent rise in scripts they used to see on their "up" weeks. At some point, they will reach a maximum saturation point whereby they won't continue to rise substantially unless Amarin increases the market size.

3) I have to think KM has some surprises to boost sales in the U.S. A partnership with Pfizer to educate doctors similar to what's happening in Canada would be the natural step. But we'll see.

4) For four or five months now, I've been expecting to see Vascepa scripts fall to 75,000 and then 70,000. The fact that hasn't happened is great because it takes us one week closer to the start of sales in Germany and other countries. Once that starts happening, U.S. sales become increasingly less important. It also seems that keeping scripts above 80,000 is the magic level that allows Amarin to remain relatively solvent.

[roadkilll]

Think Du sees the obvious infringement of a use patent?
And now Amarin has 800 reps marketing a generic. Even the generics are starting to get nervous about the FDA enforcing obvious infringement after the GSK/Teva ruling.

Ugly numbers. Thanks for keeping everyone updated.

[invest2992]

absolutely pathetic. Salesforce should be terminated now

[hayward]

rafunrafun

What are the 600 sales people doing !! All added up Generics and us the total number of prescriptions are down. With 600 sales reps how can that happen ??? WTF

Michael

[mrmainstreet]

Thanks for posting the numbers. Beyond pathetic.

[Examiner77]

Thxx Ra for the scripts
Will you be posting Germany’s numbers too?

[roadkilll]

If reps stopped marketing the REDUCE-IT use label scripts would be less than a tenth of what we are now seeing. If Amarin had not spent hundreds of millions to complete a 5 year 8000 patient trial Vascepa sales would be swamped by cheap Lovaza generics.

Generic reps making rounds pushing >500 trigs with no medical benefit? They wouldn't waste their time.

[rafunrafun]

Scripts for week ending August 20, 2021

Overall drug TRx are +1.1% w/w

Vascepa
TRx 79,708; -2.1% (-1,673) w/w; -10.0% y/y
NRx 34,900; -2.6% (-944) w/w; -15.4% y/y
Ref 44,809; -1.6% (-728) w/w; -5.3% y/y

Lovaza (Generic & Brand)
TRx 61,922; -1.0% (-597) w/w; -0.0% y/y
NRx 29,984; -0.2% (-68) w/w; -2.4% y/y
Ref 31,938; -1.6% (-529) w/w; +2.4% y/y

Generic Vascepa
TRx 16,540; +2.7% (+432) w/w; As % of total V: 17.2%
NRx 9,089; +0.4% (+33) w/w; As % of total V: 20.7%
Ref 7,451; +5.7% (+399) w/w; As % of total V: 14.3%

Generic Vascepa by Manufacturer
Hikma TRx 12,019 (-44); Generic share 72.7%; Total V share 12.5%
Reddy TRx 4,521 (+476); Generic share 27.3%; Total V share 4.7%