Biotech Values

[DewDiligence]

YoY total [branded+generic Lovenox] scripts were up about 3.7% through the end of September (using mEnox approval as a starting point in 2010). In mid October the total dropped below 2010…I presume this is due to the AG, which I don't think is captured here.

Correct, IMO. The small discrepancy in the graphs during this period is consistent with what we know about the limited (and short-lived) AG launch.

It may also be due to some loading happening in early October where total scripts spiked above 60K in anticipation of Amphastar launch.

The script numbers are actual filled prescriptions, not sales to a pharmacy, so there is no possibility of the kind of loading you’re referring to.