weiter geht's. Auf ne dunkelgrüne Woche.....
Amarin's Vascepa Keeps Rising On A 'Down' Week
Feb. 20, 2015 1:32 PM ET | About: Amarin Corporation PLC (AMRN)
Disclosure: The author is long AMRN. (More...)
Summary
•Vascepa attained historical highs in total (TRx) and new (NRx) prescriptions.
•Market share is also up across the board in TRx, NRx, and refills in the omega-3 space.
•Amarin is still on track to see REDUCE-IT interim data without needing to dilute.
Weekly total prescriptions (TRx) and new prescriptions (NRx) for the triglyceride (TG) treatment Vascepa from Amarin (NASDAQ:AMRN) reached all-time highs for week ending February 13 (see Tables 1 and 2). While the numerical increases may seem flattish (TRx +1.2%, NRx +2.8%), consider that the overall omega-3 sector is down -1.8% for the period. Since the sales team from Kowa came on board last May, average weekly TRx and refill counts per month had increased 8 of the past 9 months (Figure 1), and the average weekly NRx per month will most likely go up for the fifth straight month. Last week's improvement is above the trendline (Figure 2). Vascepa NRx overtook rival Lovaza from GlaxoSmithKline (NYSE:GSK) the week ending January 23, and may pass on TRx as soon as next week's report, which would be a milestone. Of course, the brand is losing most of its patients to the generic version, not to Vascepa. The February 13 numbers also represent the highest in terms of Vascepa TRx, NRx, and refill share percentage.