Biotech Values

[iwfal]

As mentioned in #msg-28085121, product volume ordered by hospital end users (as opposed to distributors) is available for most hospital drugs. It’s not available free and you won’t find it by Googling, but any sell-side analysts worth his salt ought to be able to get an accurate enough number for investment purposes.

I saw the post - but it doesn't really answer the question.

My problem is that I know enough about other reporting systems (semiconductor, housing, ...) to know that broadly they work - but for discrete month to month tracking they have lots and lots of problems. The devil is in the details. I'd be very very surprised if drug reporting didn't have similar issues - e.g. a 30 to 90 day lag effect for some kinds of reporting, or inaccuracy that has to be calibrated out by talking to the company every so often (IMS themselves talk about having to talk to the companies about sales volume - and why would they have to do so if they had completely self sufficient numbers?).

As an apparent King rep makes reference to - the numbers for non-retail are more problematic.