Biotech Values

[Regulardoc]

Oct 28 may give us some idea as to the extent of "channel stuffing" vs possible actual consumable sales for NVS/MNTA which may allow a forward projection for the next quarter.

This is when SNY reports, and in the past they have reported sales for Lovenox as a line item.

Will be interesting to see what type of hit they incurred. Keep in mind that Wheeler recently stated that he thought enoxaparin market in the US was growing due to availability of the drug now at a lower price.

I have not spent the time to find out the end of their reporting period and how it compares to NVS' or MNTA's.