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Post# of 257580
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DewDiligence

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DewDiligence

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Re: DewDiligence post# 124130

Thursday, 10/27/2011 10:44:47 AM

Thursday, October 27, 2011 10:44:47 AM

Post# of 257580
3Q11 Yervoy sales were $121M, of which $109M was in the US:

http://finance.yahoo.com/news/BristolMyers-Squibb-Delivers-bw-1217874273.html?x=0&.v=1

The $121M was up from $95M in 2Q11 (Yervoy’s first quarter on the market), and the QoQ increase would have been higher if BMY had not deferred $27M of sales due to its new return policy.

60% of Yervoy use in 3Q11 was in the first-line setting (up from 40% during 2Q11).

“The efficient-market hypothesis may be
the foremost piece of B.S. ever promulgated
in any area of human knowledge!”

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