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y3maxx

01/28/11 3:38 PM

#113573 RE: DewDiligence #113569

"Cowen’s Eric Schmidt just wrote a “quick take” report estimating that NVS’ 4Q10 end-user Lovenox sales were $200-225M, which is consistent with my run-rate estimate in #msg-59286675. FWIW"

Dew, are you saying NVS reported $170 million while MNTA will report $200 - $225 million fo Q4?

tia

Y3
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jbog

01/28/11 3:51 PM

#113578 RE: DewDiligence #113569

Dew,

I think we're in the same ballpark with our numbers. We'll have to watch the orals eventually.