Replies to post #60900 on Biotech Values

[DewDiligence]

>It wouldn't surprise me if DeGeeter has access to hospital sales estimates but is choosing to only report lackluster IMS data.<

It would surprise me if the two sets of data were in conflict and he elected to report only one set. That kind of behavior would lose credibility pretty quickly in the professional investment community.

[iwfal]

MLNM management has stated that IMS data is a very poor estimate of Velcade sales

How reliable is MLNM management? (a real question, not a rhetorical question)

It wouldn't surprise me if DeGeeter has access to hospital sales estimates but is choosing to only report lackluster IMS data.

Agreed that he likely has an agenda - at the very least his previous call - but that doesn't make him necessarily wrong.