Replies to post #383955 on Amarin Corp Plc (AMRN)

[dukesking]

Kiwi. I see your point. I don’t know how to explain the discrepancy. KM’s reported numbers were from Q1. Maybe the most recent formulary changes weren’t reflected in the Q1 report. Maybe Q2 report on Aug 4 will shed some light on it. Either way we’re somewhere between 50%-67% exclusivity. How do you interpret the numbers in the link I provided?

[HDGabor]

K-

Duke. That data imho is misleading.
The Q1 report detailed the % covered by exclusivity agreements… 45% IIRC

Duke. didn't KM say 45% of their scripts were thru exclusivity deals ? If so that doesn't match your figures does it ?

Meanwhile you remember correctly for the "45%" it is not about the sold / dispensed scripts.

As of March 31, 2022, through our offerings designed to be competitive with the current market landscape, we expanded coverage to approximately 45% of the total commercial and Medicare Part D lives on a weighted average basis, with VASCEPA as the exclusive IP product.

So - assuming that the scripts "reflect" the market shares - 67% of all scripts are thru exclusivity agreements.

(btw: It means that the Net Revenue / bottle is not $100, but $108 ...).

Best,
G