Replies to post #95 on Biosyent Inc (RX)

[MikeDDKing]

I have a few comments on that.

1. They trumpeted their compound growth rate in the last PR. I don't think they would say that if it growth was about to dramatically slow.

2. One quarter does not make a trend. There has been significant variation in the sequential dollar growth and percentage growth so you have to look longer term. See the table below. In November of 2003 would you have concluded that growth was slowing based upon the results of Q3'10?

          Sequential Growth 
  
          Dollars  Percentage 
 Q4'11     $52,919    8.8% 
 Q3'11    $139,360   29.9% 
 Q2'11    $142,525   44.2% 
 Q1'11     $74,707   30.1% 
 Q4'10     $56,225   29.3% 
 Q3'10     $36,692   23.7% 
 Q2'10     $73,787   90.8% 
 Q1'10      $2,845    3.6% 
 Q4'09     $33,620   75.1%

[MikeDDKing]

Their growth in pharmaceutical sales continued nicely this quarter. They now have 10 consecutive quarters of sequential growth in pharmaceutical sales. That is almost entirely from FeraMAX and we are now adding another product. Here is the history:

Quarter   Pharma Revenue 
 Q1'12        $761,372 
 Q4'11        $657,442 
 Q3'11        $604,523 
 Q2'11        $465,163 
 Q1'11        $322,648 
 Q4'10        $247,941 
 Q3'10        $191,716 
 Q2'10        $155,024 
 Q1'10         $81,237 
 Q4'09         $78,392 
 Q3'09         $44,772