MNTA: "incidentally SNY's sales would be unaffected by channel stuffing by nvs, and they earned about 215M less in Q3 2010 in the US than they did in Q3 2009"
Didn't they earn 215M less because Sandoz was selling generic for 2/3 of Q3?
Something just doesn't compute for Q4. Perhaps NVS made some error. I doubt that there was discounting or less adoption of product. It must have been the channel stuffing effect. Perhaps snowstorms and elective deferrals exacerbated...
On another tangent, investors now know that MNTA will certainly get all of Q1 in the bag and probably all of Q2, yet, that doesn't seem to be factored into the share price. I look for a gradual rise back to normal valuation (meaning sub-optimal valuation above $15).
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