Replies to post #378025 on Amarin Corp Plc (AMRN)

[Number sleven]

Raf, Thanks for the numbers.
Sleven,

[Jasbg]

Raf, Thanks again' again' - even this is tough reading !

Generic's do not seem to be worried 'much' about 'infringement' lawsuits !

[rosemountbomber]

Thanks Raf. Unfortunately it looks like all that U.S. overhead not accomplishing much for scripts here. Neither are the rebates to insurers, nor the CVSs that are not carrying GV, nor any supply problem. Looks like on a water slide heading down.

[ziploc_1]

Since we know that only 7% of the total volume of Vascepa sales plus gV sales are for the very high triglyceride indication.... and we learn that Dr Reddy volume for gV is 17.9% of total volume of Vascepa plus gV sales, it becomes obvious that Dr. Reddy is infringing on Amarin's CVD patents....much more obvious that of the finding in the Hickma suit in the ninth circuit court case.... in which the Marine patents were found to be obvious according to the judge's decision.

i.e..."Generic Vascepa by Manufacturer
Hikma - TRx 9,892 Total V share 9.5%of total
Reddy - TRx 18,636 Total V share 17.9%
Vascepa + Generic Vascepa- TRx 104,052"

[Whalatane]

Thx for the numbers .
Our US sales reps are doing a great job for the generics ..at our expense . ( due to pharmacy auto switch to generic )
Unbelievable.
As for JT's old strategy ...we can out grow the generics ...what a joke
Kiwi

[HDGabor]

r-

Do you have (or could you request) the monthly and quarterly report for V? (e.g. for 2020/01 - )

TIA,
G

[rafunrafun]

Scripts for week ending May 20, 2022

Drug Industry TRx: -1.1% w/w; +7.8% y/y

Vascepa
TRx 65,736; -0.9% (-574) w/w; -20.1% y/y
NRx 30,290; -2.0% (-622) w/w; -16.9% y/y
Ref 35,446; +0.1% (+49) w/w; -22.6% y/y

Lovaza (Generic & Brand)
TRx 61,961; -2.2% (-1,398) w/w; -1.1% y/y
NRx 31,301; -1.8% (-561) w/w; +2.9% y/y
Ref 30,660; -2.7% (-838) w/w; -4.9% y/y

Generic Vascepa
TRx 36,953; -2.1% (-791) w/w; As % of total V: 36.0%
NRx 20,592; -2.5% (-521) w/w; As % of total V: 40.5%
Ref 16,360; -1.6% (-269) w/w; As % of total V: 31.6%

Generic Vascepa by Manufacturer
Hikma - TRx 9,722; (-170) w/w; Generic share 26.3%; Total V share 9.5%
Reddy - TRx 18,579; (-57) w/w; Generic share 50.3%; Total V share 18.1%
Apotex - TRx 8,652; (-562) w/w; Generic share 23.4%; Total V share 8.4%

Vascepa + Generic Vascepa
TRx 102,688; -1.3% (-1,364) w/w; +8.6% y/y
NRx 50,882; -2.2% (-1,143) w/w; +17.7% y/y
Ref 51,806; -0.4% (-221) w/w; +0.9% y/y