Replies to post #112287 on Biotech Values

[10nisman]

Lov. m-en scripts

Thanks Rocky. Looks like Sandoz/MNTA may need to turn down production volumes to keep mLov closer to a 50% market share.

10nis

[pollyvonwog]

wow...pretty impressive. all signs point to another "blowout" earnings. thanks Rocky.

[DewDiligence]

Weekly Branded and Generic Lovenox Scripts

The script share of generic Lovenox has been steadily
climbing since the product launch and is now about 54%.
(Thanks, Rocky.)

         -No. of Scripts-  Market 
 Week    Branded  Generic  Share of 
 Ending  Lovenox  Lovenox  Generic 
 1224     25,864   30,044   53.7% 
 1217     26,059   30,640   54.0% 
 1210     27,037   30,355   52.9% 
 1203     26,393   28,983   52.3% 
 1126     26,202   26,618   50.4% 
 1119     28,101   28,898   50.7% 
 1112     28,568   28,337   49.8% 
 1105     29,456   27,369   48.2% 
 1029     29,753   27,284   47.8% 
 1022     30,362   26,809   46.9% 
 1015     30,066   26,278   46.6% 
 1008     31,179   25,803   45.3% 
 1001     30,631   25,887   45.8% 
 0924     31,289   25,271   44.7% 
 0917     31,104   24,377   43.9% 
 0910     30,021   21,437   41.7% 
 0903     32,863   22,132   40.2% 
 0827     33,208   20,890   38.6% 
 0820     36,016   18,719   34.2% 
 0813     38,500   16,028   29.4% 
 0806     42,721   11,865   21.7% 
 0730     52,702    1,702    3.1% 
 0723     54,237      *       * 
 0716     54,721      *       * 
 0709     51,269      *       *

*Generic Lovenox was launched on 7/23/10.

[Rocky3]

Numbers for scripts, including original info:

Week Lov. m-en

7/9 51,269

7/16 54,721

7/23 54,237

7/30 52,702 1,702

8/6 42,721 11,865

8/13 38,500 16,028

8/20 36,016 18,719

8/27 33,208 20,890

9/3 32,863 22,132

9/10 30,021 21,437

9/17 31,104 24,377

9/24 31,289 25,271

10/01 30,631 25,887

10/08 31,179 25,803

10/15 30,066 26,278

10/22 30,362 26,809

10/29 29,753 27,284

11/05 29,456 27,369

11/12 28,568 28,337

11/19 28,101 28,998

11/26 26,202 26,618

12/3 26,393 28,983

12/10 27,037 30,355

12/17 26,059 30,640

12/24 25,864 30,044

12/31 23,480 26,639

1/7 24,002 28,768

1/14 25,301 31,571

1/21 25,538 31,724

1/28 26,276 32,433

NOTE: For the first time the analyst who provided the numbers commented that TEVA has a generic near approval that will take the majority of the generic market (FWIW).