Replies to post #104097 on Biotech Values

[EyeamBill]

I Have Yet To Listen To The MNTA Call

Are the hospital figures simply supply channel (i.e., wholesalers)?

The difficulty in gaining hospital sales as compared to retail, in my view, exists in the form of obtaining GPO contracts. While not all GPO contracts are with SNY enough of the big ones are so that if the figures mentioned today are strictly supplying wholesalers then it's not as bullish as it might seem on the surface.

I wonder if there's any way to know how much of the wholesaler supply has trickled down to their hospital clients?

Bill

[y3maxx]

""that Sandoz was not taking a significant Lovenox share in the hospital setting.......is not exactly surprising.""

...Me thinks many investors have been waiting for the Hospital update figure Dew.

Gonna break open my piggybank tomorrow and buy another 3 shares.

I figure $15 is bottom support now.

y3

[Shengli]

Quote:
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This should be a game changer tomorrow morning.
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I doubt it. There was never any bona fide evidence that Sandoz was not taking a significant Lovenox share in the hospital setting, so Wheeler’s comment on today’s webcast, although bullish, is not exactly surprising.

No afterhour movement in price