They keep saying they are capacity constrained, and give no timeline for resolving the issue. Nor did they say where the bottleneck was. I'm thinking the source material might actually be the toughest to resolve, as it is less in Sandoz' control. Anyhow, based on scrips growth versus capacity constraint, I'm looking for a nearly flat quarter, with a noticeable inventory drawdown, say a week's worth out of four. When they resolve the constraint issue, a bump in sales in getting inventory back to the levels they want. Or did they not want 4 weeks? Can't remember if they had an explicit target.
Is it just me or are the scrips suggesting an expanding market? Eyeballing the number, seems as though the total of Lovenox and m-enox scrips is bigger than Lovenox scrips before m-enox approval. Haven't done the arithmetic, and it's time to go to bed . . .
Dew, I can understand you're not wanting to say more than you've said about your source. But what do you think of the noticeably different average molecular weights of Luponex and Lovenox -- 3.9 kDa and 4.5 kDa, respectively -- and what that implies? To me it supports genisi's assertion that t-enox is not Luponex; I just can't see Teva seriously trying to claim sameness with the AMW that far off.
Regards, RockRat
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