Biotech Values

[exwannabe]

Re: MNTA - mL W4 sales. R&R vs DD.

On its 3Q10 CC, NVS guided investors to expect 4Q10 Lovenox sales to be somewhat below 3Q10 sales. This makes sense insofar as channel stocking caused the effective duration of 3Q10 to be longer than an actual calendar quarter—my guess is 97 days (#msg-55778832).

Are seriously suggesting we should not trust R&R?

These guys are paid professionals.

Seriously though, is their coverage of real biotechs just a cover to help push their bio-crack?

On a legit question, is there any reason to assume the Sandoze COGS might be somewhat higher than normal for the start-up? I know you say the sales are pure automatic, but it seams like there has to some expenses at startup.

[OK, perhaps the title should be Q4, not W4]