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Steve Rosenman
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Mr. Rosenman has nearly 15-years executive experience in the health and wellness sectors, including weight loss, cosmetics skincare and nutrition, both Rx and OTC. Expertise areas include strategic market and product planning and corporate development (evaluation, recommendation and execution of... More
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Comments (22)
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  • exp456
    , contributor
    Comments (31) | Send Message
     
    Unfortunately, the recent numbers don't look so good..
    28 Jun 2013, 04:01 PM Reply Like
  • Pirateescapee
    , contributor
    Comments (109) | Send Message
     
    EXP 456 -weekly numbers are all but useless due to wide flucuation. Monthly totals and accounting for underreporting are much more important. BTW, mindless bashing is equally as amateur as mindless pumping.
    28 Jun 2013, 04:14 PM Reply Like
  • Pirateescapee
    , contributor
    Comments (109) | Send Message
     
    Steve - one has to really wonder if the "statin mafia" are behind these types of articles. Amarin would do well to counter this effort, through surrogates if necessary. They had better get off their a$$ or risk losing the PR war. It is now clear to me that there are intentional efforts to discredit the value of pure EPA and specifically Vascepa.

     

    It could be that the author really is that stupid and/or lazy but I doubt it.
    28 Jun 2013, 04:20 PM Reply Like
  • 5967241
    , contributor
    Comments (88) | Send Message
     
    Bloomberg article is connected to Adam Feuerstein. Google Adam Feuerstein and Phil Serafino, who published the article. Many paid bashers out there carrying out a campaign against AMRN.
    28 Jun 2013, 05:53 PM Reply Like
  • Steve Rosenman
    , contributor
    Comments (785) | Send Message
     
    Author’s reply » Hope you don't mean scripts, because they were not good, they were great.
    28 Jun 2013, 05:54 PM Reply Like
  • Maiwat
    , contributor
    Comments (30) | Send Message
     
    Steve, I am just curious how you can say the script numbers for this week are great. The increase from the previous week is less than 100 scripts. If you have the time, please explain.

     

    In total they grew roughly 1%. I read somewhere that the refills grew 12%. If this is true, then that would indicate that sales growth of new scripts is going backwards. In my mind new scripts have to continue to be growing in order to fuel the future refill growth.

     

    Am I missing something here?
    29 Jun 2013, 01:13 PM Reply Like
  • Steve Rosenman
    , contributor
    Comments (785) | Send Message
     
    Author’s reply » Yes you are missing something, but you're not alone - few understand how things are being counted at this point... At this point the refills are by far most important since the new #s are not being fully accounted for. Even with script adjusted estimates on non-reporting pharmacies, Vascepa is on promo, and still discounted or free in many instances. The refills show compliance and use, and continued regimen. I'm impressed that they are steadily rising so quickly, especially since most scripts are for more than 30 days now.
    1 Jul 2013, 09:03 AM Reply Like
  • pwt750
    , contributor
    Comments (67) | Send Message
     
    TRx / NRx ratio.

     

    http://bit.ly/1avbm5M
    1 Jul 2013, 11:34 AM Reply Like
  • Maiwat
    , contributor
    Comments (30) | Send Message
     
    Thanks, Steve.

     

    May I ask another question?

     

    What would be your guess for the paid script under-reporting percent? Some people are guessing 20%. Some people are saying the gap between the two closes to where it is almost 1:1 as sales mature. Can you make any kind of educated guess?
    1 Jul 2013, 01:30 PM Reply Like
  • Steve Rosenman
    , contributor
    Comments (785) | Send Message
     
    Author’s reply » 20% would be a safe estimate b/c that is historical 'under-reporting' , however when factoring in the promotional fogginess its probably more like 35%
    1 Jul 2013, 05:40 PM Reply Like
  • Steve Rosenman
    , contributor
    Comments (785) | Send Message
     
    Author’s reply » I contacted the writer and her editor and presented the facts and supporting data. They pretty much ignored the science -Bloomberg just went a huge notch down in my book
    29 Jun 2013, 01:26 PM Reply Like
  • rydad21
    , contributor
    Comments (34) | Send Message
     
    Exp456, didn't I read your post a month ago that said you were done, see ya later, I'm taking my loss and moving on? You say bad numbers, but I see good numbers. What bad numbers are you talking about? As for moving on, I guess I should probably ask when?
    29 Jun 2013, 01:56 PM Reply Like
  • Steve Rosenman
    , contributor
    Comments (785) | Send Message
     
    Author’s reply » Glad I own ONXX.
    1 Jul 2013, 09:58 AM Reply Like
  • ringbellplease
    , contributor
    Comments (23) | Send Message
     
    The real question Steve is that are you glad you own AMRN?
    1 Jul 2013, 11:11 AM Reply Like
  • Steve Rosenman
    , contributor
    Comments (785) | Send Message
     
    Author’s reply » So much so that I sold all ONXX to buy more AMRN today.
    1 Jul 2013, 01:59 PM Reply Like
  • rydad21
    , contributor
    Comments (34) | Send Message
     
    Good to converse with someone moving to a new, larger home...
    1 Jul 2013, 08:55 PM Reply Like
  • Steve Rosenman
    , contributor
    Comments (785) | Send Message
     
    Author’s reply » I feel quite confident that my ONXX shares are in a better place now with AMRN.
    2 Jul 2013, 09:26 AM Reply Like
  • exp456
    , contributor
    Comments (31) | Send Message
     
    Really? I can't believe how you continue to stay so positive--just baffles me
    2 Jul 2013, 05:36 PM Reply Like
  • Pirateescapee
    , contributor
    Comments (109) | Send Message
     
    Take a peek at Vivus's Qysmia launch at 22 weeks vs Amarin's Vascepa. Take into account that Qysmia launched into an unoccupied market and Vascepa launched into a largely occupied market. Now take into account that Vascepa is not yet labeled to include the much larger ANCHOR( the real prize) indication and can not be promoted for that market.
    It will all come down to ANCHOR and how Amarin plans to exploit that market. One thing is for sure, Amarin shares are worth more than todays pricing. Yeah its painful and frustrating to watch. No doubt. 106 days to go.
    2 Jul 2013, 07:42 PM Reply Like
  • david22hughes
    , contributor
    Comments (237) | Send Message
     
    Article on "Vascepa and Fish Oil"..........

     

    Feel free to comment.

     

    http://bit.ly/13qGO2a
    3 Jul 2013, 01:52 AM Reply Like
  • Steve Rosenman
    , contributor
    Comments (785) | Send Message
     
    Author’s reply » Believe it.
    8 Jul 2013, 11:02 PM Reply Like
  • jackster101
    , contributor
    Comments (16) | Send Message
     
    Guess I'm definitely annoyed!
    9 Jul 2013, 05:30 PM Reply Like
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