Replies to post #405952 on Amarin Corp Plc (AMRN)

[mrmainstreet]

Thanks Raf, still paying the bills with the US market and we grew a bit more than generics. Could be worse.

[Number sleven]

Raf, Thanks for the numbers.
Sleven,

[DAR53]

Thanks Raf for the numbers. If we take anything positive from this, it's that scripts are up but also that New Scripts for V are up and gV are down. Hope that trend continues.

[rafunrafun]

I had these in reverse.

Drug Industry TRx: +7.8% w/w; -0.5% y/y

is actually:

Drug Industry TRx: -0.5% w/w; +7.8% y/y

[Birdbrain Ideas]

Thanks Raf. This is the second consecutive week where scripts are going in a positive direction compared to generics. I recall that happening for a week in the past, but it always seemed to be followed by generics roaring back the following week to dim our hopes.

I don't know what could be causing what I wish to be a trend. Is it some positive ramifications from the Health Net settlement? Could it be because Dr. Bhatt is now in charge of cardiology at a major New York hospital and likely educating scores of doctors there and perhaps elsewhere in New York City to wake up to the benefits of Vascepa?

The one blemish seems to be refills and I have to think that's the fault of pharmacists, teamed with insurance companies, steering refills to generics to benefit from kickbacks or favorable pricing they may receive from the generic companies when they steal prescriptions away from a brand drug. It might be harder for them to insist on a generic when a prescription is first written by a doctor, particularly if it is clear that the prescription is for reasons that would violate the valid Amarin patents. But once refill time arrives, they can probably slip in the generic with deniability in the event they were ever called out on it because there is no additional information from a doctor.

[rafunrafun]

Scripts for week ending March 17, 2023

Drug Industry TRx: -0.2% w/w; +8.3% y/y

Vascepa
TRx 59,420; -4.1% (-2,561) w/w; -18.6% y/y
NRx 27,716; -6.3% (-1,863) w/w; -17.6% y/y
Ref 31,704; -2.2% (-698) w/w; -19.4% y/y

Fake Vascepa
TRx 45,676; -1.1% (-492) w/w; As % of total V: 43.5%
NRx 22,423; -2.0% (-456) w/w; As % of total V: 44.7%
Ref 23,252; -2.2% (-36) w/w; As % of total V: 42.3%

Fake Vascepa by Manufacturer
Hikma TRx 16,463; Gen share 36.0% Total V share 15.7%
Reddy TRx 18,831; Gen share 41.2%; Total V share 17.9%
Apotex TRx 8,576; Gen share 18.8%; Total V share 8.2%
Teva TRx 897; Gen share 2.0%; Total V share 0.9%
Northstar TRx 908; Gen share 2.0%; Total V share 0.9%

Vascepa + Fake Vascepa
TRx 105,096; -2.8% (-3,054) w/w; +1.4% y/y
NRx 50,140; -4.4% (-2,319) w/w; -1.1% y/y
Ref 54,956; -1.3% (-734) w/w; +3.9% y/y

Lovaza (Fake & Brand)
TRx 64,652; -3.7% (-2,473) w/w; +2.0% y/y
NRx 32,995; -2.8% (-942) w/w; -0.3% y/y
Ref 31,657; -4.6% (-1,531) w/w; +4.5% y/y