News Focus
News Focus
Followers 77
Posts 4790
Boards Moderated 0
Alias Born 09/06/2003

Re: DewDiligence post# 8958

Friday, 05/04/2012 12:20:46 PM

Friday, May 04, 2012 12:20:46 PM

Post# of 20689

the temporary injunction was lifted January…25th and Amphastar Watson launch was shortly after that. Sandoz shipments of enox during that part of January were relatively light. So, most of the sales for the quarter fell into the royalty structure.



Well, that would explain it - if the percent of sales that were prior to shift-to-royalty were only 25% (instead of 30%) then the GM would compute out at around 60%. (Which, IO, if you are reading the thread, aligns with the other calculation and is right around my lower bound prediction for a mL, AG and branded split of market.)