Replies to post #120190 on Biotech Values

[jbog]

Dew,

I think these script numbers must be somewhat scrambled by the retail/hospital situation. The feb/mar relationship looks out of whack to me, and if I remember correctly isn't March the month that a new gpo came on line.

[Double_Bagel]

How is this even possible? MNTA keeps mentioning that they are running at full capacity and can't capture more than 45% to 50% of the market. But they clearly are by these numbers below. So are we going to have some months where MNTA's scripts count dip because of supply issues?

Also, at this rate aren't they risking the introduction of a SNY generic?

Hmm! If there is no dip in May or June, we may even end up higher than $1.13 for this quarter then?

Moreover, the total number of branded+generic scripts is gradually increasing, so the genericization of Lovenox is expanding the market just as it is supposed to do.

Script
Avg Wkly Scripts Share of
Month Branded Generic Generic
0411 9,213 53,041 85.2%
0311 12,767 48,278 79.1%
0211 22,769 35,025 60.6%