Replies to post #123108 on Biotech Values

[Rocky3]

the difference in script volume between May and June was minuscule and was well within normal seasonal variation.

Not sure that I agree with you (though I surely don't know what the "seasonal variation" is). The total scripts have clearly stopped going up, as they had through the beginning of this year. Also, MNTA market gains which continued through April clouded the decrease in total scripts. After peaking in April, we are returning to the February levels. Is that seasonal? Maybe, but more likely something else is happening. I don't consider ~5% decrease minuscule. Clearly larger declines may be coming from new competition - or not. See numbers below.

3/11 12,312 48,809 - 61,121

3/18 10,838 50,608 - 61,446

3/25 10,801 51,246 - 62,047

4/1 9,857 52,659 - 62,716

4/8 9,682 53,107 - 62,789

4/15 9,059 53,509 - 62,566

4/22 8,829 53,357 - 62,186

4/29 8,636 52,572 - 61,208

5/6 8,657 52,733 - 61,390

5/13 8,553 53,351 - 61,904

5/20 8,514 52,350 - 60,864

5/27 8,410 52,624 - 61,034

6/10 8,342 50,452 - 58,794

6/17 8,110 51,062 - 59,172

6/24 8,082 50,872 - 58,954