Replies to post #357636 on Amarin Corp Plc (AMRN)

[rosemountbomber]

Thanks Raf. Unfortunately brand V scripts down while GV are up.

[Skipperdog11]

I would surmise that the generics are working out the supply issue quite effectively. US market for Brand V is an hour glass with the time running out. They better make no missteps in Europe or we can look forward to an offering in the very low single digits. Been here before- not fun.

[Invest83838]

And Raf provides our weekly dose of reality

Numbers don't lie

We can thank JT & JK and their terrible legal decisions

for this predicament

[fsulevine]

Ugh. Thanks for the update. If anything, hopefully these numbers help the infringement lawsuits!

[sstyles]

Thanks. This the Exhibit A that AMRN needs help selling/promoting Vascepa.

Will be interesting to hear what KM has to say on the earnings call. If it's more of the same, I will reevaluate if I stick around.

[rafunrafun]

Scripts for week ending October 22, 2021

Overall drug TRx -0.4% w/w

Vascepa
TRx 80,875; +2.3% (+1,795) w/w; -17.8% y/y
NRx 36,464; +2.7% (+946) w/w; -20.8% y/y
Ref 44,411; +2.0% (+850) w/w; -15.1% y/y

Lovaza (Generic & Brand)
TRx 62,779; +1.6% (+1,018) w/w; -4.4% y/y
NRx 30,748; +3.2% (+961) w/w; -11.0% y/y
Ref 32,031; +0.2% (+57) w/w; +3.1% y/y

Generic Vascepa
TRx 20,632; +1.4% (+279) w/w; As % of total V: 20.3%
NRx 11,829; +2.0% (+231) w/w; As % of total V: 24.5%
Ref 8,803; +0.2% (+57) w/w; As % of total V: 16.5%

Generic Vascepa by Manufacturer
Hikma - TRx 12,802 (-51); Generic share 62.0%; Total V share 12.6%
Reddy - TRx 7,830 (+329); Generic share 38.0%; Total V share 7.7%

TRx Vascepa + Generic Vascepa
TRx 101,507; +2.1% (+2,074)
NRx 48,293; +2.5% (+1,177)
Ref 53,215; +1.7% (+897)