Biotech Values

[iwfal]

MNTA - Scripts. If you assume:

a) Script market share is equivalent to $ market share

b) Market share grows only a tiny bit more over the next quarter

c) t-enox is not approved

d) they had to fill 4 weeks of pipeline last quarter at the max per week run rate (26.809)

e) there is no seasonality to Lovenox sales (almost certainly untrue due to differing elective surgery rates during the holidays)


THEN

there will actually be substantially more sales next quarter than this last one (292k scripts/Q vs 360 scripts/Q). Not what I expected given that they had to fill 4 weeks of pipeline.

FWIW.