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Chromosome

02/26/26 4:39 AM

#446256 RE: Denisk #446253

The ROW decline I believe was explained as an initial channel buy in to support launch in various markets that artificially elevated ROW revenue (11.9). Remember revenue is not end user sales but sales into the channel. This initial spike is normal as you want to make sure there is no stock out. The 3.1 million is likely a closer reflection of the fact that they overshot their initial launch forecast. Hopefully demand will increase from here.
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DAR53

02/26/26 6:10 AM

#446257 RE: Denisk #446253

Denisk, regarding revenue in ROW, there was a $7.8M purchase from Amarin in late 2024 for inventory to ramp the Edding deal. That being said, the actual 2025 revenue was disappointing. Not sure what the royalties were from Edding in 2025 other than the initial $25M upfront payment.
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Liz40

02/26/26 9:08 AM

#446266 RE: Denisk #446253

As far as I am aware there is no agreement with France or Germany yet. Anyone else with input?