Meanwhile AgV should not be cheaper than V, usually Ag is cheaper than brand. I think / view as the Co. try to secure as much as possible exclusive deal ... see the reaction by generics to the shrinking market ... if it necessary / helps launch AgV.
At least the latter - will continue - but more likely both ("signing" / upfront bonus).
(i) discounts/rebates was one effect only (top of lower script#) the whole sale inventory level (WSIL) affected the revenue also. WSs used the Q4 inventory in Q1 (as usual, as in every year) but top of it the WSIL was at the minimum (ii) The higher discounts/rebates is not a new element, more likely it was introduced in Q2 2021*. It has a big effect for Q1 2022 (vs Q1 2021) but more likely will have a lower effect for Q2 2022 vs Q2 2021 (* Dispensed script was +2% - Q2 vs Q1 2021, but Rebates,Chargebacks and Discounts increased by 17%... and the exclusive deal was 40% by EOY 2021) (iii) The Q2 2022 Net Revenue depends - mainly - on the WSIL and I expect a higher level than in Q1 ... Net Revenue +20% vs Q1.(My guess: at least $110-115M)
The Company expects these actions will reduce operating costs by approximately $100 million over the next 12 months ... app. / avg. $8M per month. Amarin estimates that it will incur approximately $10.0 million in charges and record the charges in the second quarter (make substantially all of the related payments by the end of 2022.) Net effect: $90 million over the next 12 months ... +$10 (or +2) million for Q2. It is top of the $30.0 million marketing cut ... the two (three) together is $120 (100 - 10 + 30) million over the next 12 months ... app. / avg. $10M per month ... could be +/- 0 (or + ) for Q2