Replies to post #113411 on Biotech Values

[dewophile]

i think we have to wait for the cc (and perhaps mnta's cc) to get a better handle on this
mnta hinted pricing was stable
another possibility is that the hospital traction is lagging retail although mnta management said this was not the case so i just don't know
as for inventory if they stuffed the channel with 2 months worth of product and it took them a few weeks to gain traction in end user sales then they could have had a quarter reflective of an extra month of inventory - i.e end user sales of 240M but booked sales to wholesalers of 170M