Replies to post #353353 on Amarin Corp Plc (AMRN)

[mrmainstreet]

Thanks for posting the numbers Raf. It looks like the total market is getting close to 100k weekly scripts, but of course all the growth is on the generic side.

I thought I read posts saying many providers were not covering gV any longer but clearly many are still doing so.

The company cannot grow faster than the generics can steal away market share and needs to be sold quickly before it's not even worth $15 a share.

[Birdbrain Ideas]

Thanks for the scripts! I'm looking for silver linings and I think I see one. The 3.5 percent rise might reflect some successful work by the sales force during a week when pharma scripts overall are down. The boost for generics of 6.4 percent is just them benefitting from the sales work by Amarin. And their percentage increase is bigger than Amarin's because it's easier to score big percentages when you have a much smaller slice of the pie.

[ralphey]

thanks Raf .... fascinating new Vascepa rx showing better growth than gV and lovaza combined ... great !!

[Whalatane]

Thx for the script numbers
Kiwi

[fsulevine]

Thank you… looks okay overall. Question (and maybe it has been asked before)… once we launch in Europe, will you have access to the script numbers from over there?

[oneragman]

raf, new scripts are decent. Refills are not. It may be that there is switching going on at the pharmacy level. The EU can't come soon enough. The question is are we going to be able to get weekly numbers ex-US? With the launch in Germany, Pfizer soon adding to their pitch in Canada and adding the other countries likes of Australia and China, knowing those numbers are going to be crucial to forecasting revenue.

[rafunrafun]

Scripts for week ending September 3, 2021

Overall drug TRx are +1.1% w/w

Vascepa
TRx 81,546; +2.3% (+1,825) w/w; -11.5% y/y
NRx 36,584; +1.2% (+449) w/w; -14.7% y/y
Ref 44,962; +3.2% (+1,376) w/w; -8.8% y/y

Lovaza (Generic & Brand)
TRx 63,421; +3.0% (+1,849) w/w; -0.7% y/y
NRx 30,571; +1.4% (+418) w/w; -2.9% y/y
Ref 32,850; +4.6% (+1,431) w/w; +1.4% y/y

Generic Vascepa
TRx 17,511; +4.5% (+755) w/w; As % of total V: 17.5%
NRx 9,910; +2.5% (+238) w/w; As % of total V: 21.3%
Ref 7,601; +7.3% (+517) w/w; As % of total V: 14.5%

Generic Vascepa by Manufacturer
Hikma TRx 12,282 (+756); Generic share 70.1%; Total V share 12.4%
Reddy TRx 5,229 (-1); Generic share 29.9%; Total V share 5.3%