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Re: coolerheadsprevail post# 22091

Wednesday, 02/25/2015 10:54:31 AM

Wednesday, February 25, 2015 10:54:31 AM

Post# of 24848

Deductibles certainly can impact Q1 numbers of bio/pharma businesses, but it would not come close to single-handedly explaining the massive 35% drop in JAN'15 numbers

By way of comparison, just look at the Q1 variances experienced by Eli Lilly and Amgen, two major public pharma companies who each have tons of drugs on the market that everyday folks obtain Rx's for and get filled from their local pharmacies.

For Eli Lilly, the Q1 variance in revenues from Q2 was only a drop of 5.1% in 2013 and only 4.1% in 2014.

For Amgen, the Q1 variance in revenues from Q2 was only a drop of 8.7% in 2013 and only 10.2% in 2014.



The Deductible and Storm Epilog Continues

To compare Amgn and Eli Lilly to performances affected by deductibles and bad weather to affects to SCRC, is like comparing apples to oranges.

Amgn has a $119 Billion Market Cap, $20.4 Billion in Sales

Eli Lilly has a $79 Billion Market Cap, $ 23 Billion in Sales

SCRC has a $24 Million Market Cap, A projected sales of $60 Million

Amgn and Eli Lilly are vast leaders in their industry and diversified and are research and manufacturing and in global markets as compared to SCRC.

The effect of patients deductibles in the beginning of the year are more greatly to effect SCRC numbers percentage wise than to Amgn and Eli Lilly.

So once again we have to clear the air for the distortion of comparison of facts being printed here. As I said once again, this is getting old.

To try to insinuate that there is something greater to explain for the loss of Sales other than deductible's resetting, holidays and storm related days in N.J. the predominate area for MAV is suspect at best.