Replies to post #102902 on Biotech Values

[iwfal]

Insofar as NVS will book Lovenox revenue when it ships to wholesalers, not when wholesalers ship to end users, I do not understand your question. Please clarify.

When will NVS shipments stabilize at their manufacturing limits? (i.e. 2 quarters back to back above 35% of current total Lovenox demand.) As opposed to potentially selling out this quarter but then dropping back substantially next quarter as the supply chain inventory becomes overfull. (Again - this is not an assertion that overfullness will happen. But OTOH accidentally overstuffing the channel as a start up effect isn't unheard of either - hence the noise in shipments after startups.)