Replies to post #118159 on Biotech Values

[IB2011]

Sodrock, how much does it cost to buy the IMS data for MNTA? What's DDD? Thanks.

[DewDiligence]

It is mostly due to an increase in High dose scripts per some information I am privy to.

Since high-dose Lovenox scripts are a much smaller part of Lovenox unit sales than low-dose scripts and each high-dose script is counted in the script tally as a single unit (i.e. the same as a low-dose script), NVS would have had to suddenly capture essentially 100% of the high-dose retail scripts for your explanation of the March bump in market share to make sense.

Are you saying that NVS indeed went from a small share of the high-dose retail scripts to an almost 100% share starting in March? If so, why did this happen and what made it happen so suddenly?