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DewDiligence

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DewDiligence

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Re: genisi post# 90655

Tuesday, 02/16/2010 12:20:43 PM

Tuesday, February 16, 2010 12:20:43 PM

Post# of 252474
There wasn’t any 3Q09 Copaxone inventory stocking. From Teva’s 3Q09 CC:

http://seekingalpha.com/article/170936-teva-pharmaceutical-industries-limited-q3-2009-earnings-call-transcript

Rich Silver (Barclays Capital):

Historically, the inventory levels have been relatively low, so can we still assume that again this difference, which doesn’t seem to be accounted for by price has nothing to do with any kind of inventory changes?

Bill Marth:

No, we haven’t seen any inventory changes. Right now we’re in the 20 days area, 21, 22 days inventory is out there. So it’s remained fairly constant.


“The efficient-market hypothesis may be
the foremost piece of B.S. ever promulgated
in any area of human knowledge!”

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