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EyeamBill

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EyeamBill

Re: DewDiligence post# 104097

Monday, 09/13/2010 5:16:25 PM

Monday, September 13, 2010 5:16:25 PM

Post# of 252864
I Have Yet To Listen To The MNTA Call

Are the hospital figures simply supply channel (i.e., wholesalers)?

The difficulty in gaining hospital sales as compared to retail, in my view, exists in the form of obtaining GPO contracts. While not all GPO contracts are with SNY enough of the big ones are so that if the figures mentioned today are strictly supplying wholesalers then it's not as bullish as it might seem on the surface.

I wonder if there's any way to know how much of the wholesaler supply has trickled down to their hospital clients?

Bill
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