Replies to post #103434 on Biotech Values

[Mpower]

We have to be patient. Short-term price action can be irrational. I hope this turns around aggressively, but I suspect it may require some major announcement around m118 or markman. The only other catalyst is runnup to NVS Oct earnings CC, or divine intervention.

Best of luck to the longs.

[DewDiligence]

[Wheeler’s] 10b_5 plan sale of 2019 shares last week does not make sense to me. That was a nickel and dime move, or it was something else.

I think you’re onto something! The number of shares sold by Wheeler’s 10b5-1 plan could be a secret code to reveal the latest IMS numbers for Lovenox. You take the rightmost digit (9), square it, divide by the leftmost digit (2) and subtract the sum of the two middle digits (1) to get Sandoz’s market share. Do the arithmetic and it comes to 39.5%.