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zipjet

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zipjet

Re: dewophile post# 113412

Thursday, 01/27/2011 7:21:02 AM

Thursday, January 27, 2011 7:21:02 AM

Post# of 257253
We knew there were two issues with the sales this quarter. Would the push of 5M units in 3Q depress 4Q? How would hospital sales run relative to the pharmacy sales? (Scripts only being a read on the latter.) Just guessing that lower hospital sales account for most of the miss.

I do not buy the "pricing" explanation.

We will hear more on this from MNTA, if not from NVS.

We will need to model the hospital sales separately from the scripts.

ij



There are times when rules and precedents cannot be broken; others when they cannot be adhered to with safety. (Thomas Joplin)

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