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Tuesday, March 1, 2022

Lower Vascepa Volume Hits Amarin's Q4 Topline Growth

 Amarin Corp plc's 

 (Get Free Alerts for AMRN) Q4 FY21 sales decreased 13.6% Y/Y to $144.49 million, beating the consensus of $141.75 million.

  • The decline was driven primarily by the volume of Vascepa sales adversely impacted by the generic icosapent ethyl market entrants and the ongoing challenges of the COVID-19 pandemic.
  • The cost of goods sold was $30.63 million, compared to $34.76 million. Amarin's overall gross margin on net product revenue was 79.2%, compared with 79.9% a year ago.
  • SG&A expense was $92.36 million compared to $116.82 million in the prior year, primarily due to a decrease in marketing and direct-to-consumer promotions in 2021 due to the impact of COVID-19 and the company's focus on improving the profitability of operations.
  • The decrease also includes reducing costs associated with the company's Go-To-Market strategy, resulting in decreased promotional initiatives, reduced travel, and decreased sales force.
  • The company reported adjusted EPS of $0.06 compared to $0.04 a year ago and the consensus of $(0.02).
  • Amarin held aggregate cash and investments of $489.1 million at the end of 2021.
  • Guidance: Amid uncertainty related to the impact of COVID-19 and generic availability, Amarin is unable to provide 2022 revenue guidance.

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