Replies to post #123089 on Biotech Values

[sodrock]

Shrinking menox sales.

I believe what madcity is looking at is the 5 most recent data points the show a slight decline. Does anyone know when pradaxa launched? We may be seeing some erosion with the bridging patients I have mentioned in previous posts. That will be high dose syringes. I.e. Less scripts in HD enoxaparin due to pradaxa scripts.

[Rocky3]

so why post that superfluous chart?

I surely don't consider it superfluous.

Very interesting in many ways.

Second quarter revenue for MNTA should be strong (already known from raw script numbers).

Strong growth in total scripts (both Lov and mEn) from mEn launch.

But decline in total scripts in June from May (even after considering holiday).

Last item brings up competitive issues and longer term concerns. But will need to see future numbers for more clarity. Second quarter conference calls may provide additional info.