Replies to post #107210 on Biotech Values

[zipjet]

400 million this quarter!! That would be awesome.

It is pretty far-fetched.

To do $400M in 4Q, MNTA would have to take 2/3's of the market or something less with more channel loading.

But we can bask in the delusion.

;-)

ij

[DewDiligence]

On its 3Q10 CC, NVS guided investors to expect 4Q10 Lovenox sales to be somewhat below 3Q10 sales. This makes sense insofar as channel stocking caused the effective duration of 3Q10 to be longer than an actual calendar quarter—my guess is 97 days (#msg-55778832).