Biotech Values

[mcbio]

Re: MNTA - Lovenox scripts

Below are the IMS total scripts (TRx) and new scripts (NRx) filled with branded Lovenox for the weeks ending Jun 18 (before the generic launch), Aug 6 (two weeks into the generic launch), and Aug 20 (four weeks into the generic launch):
Total and New Scripts for Branded Lovenox Week TRx NRx Ending TRx Change NRx Change Jun 18 56,000 n/a 38,000 n/a Aug 06 43,000 -13,000 29,000 -9,000 Aug 20 36,000 -7,000 25,000 -4,000
Discussion: Although there could be some seasonality in the Lovenox business that would make August a little slower than June, the numbers above show clear erosion of branded Lovenox beyond what could conceivably be caused by seasonality. The only plausible explanation for such erosion is that generic Lovenox is taking share from the branded product and is doing so at an impressive clip.

Nice work Dew. I'd say that qualifies as "good news." Is the IMS data something that's publically available or at least available to some large degree and is it likely that the figures you cited should already theoretically be well known to a lot of investors and thus reflected into the share price? Or are these figures that have just been released?