MYX 0.60% $5.01 mayne pharma group limited

Based on what's been presented, would suggest is that Demand...

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    Based on what's been presented, would suggest is that Demand would be wholesale data. Like prescriptions from pharmacy and doctors.

    I'm not going to pull the original Mithra agreement - but is the commission aspect a licencing fee or based on sales like TmdD? Again - reading the charts, perhaps Mithra is a licencing agreement and therefore $ are paid on production. Would support Demand = Mithra #'s.

    IQVIA is retail data (converted sales/dispensed units) and probably the more reliable as this translates to revenue. I have to confess; until *MYX switched* - I would have assumed one and the same.

    As for under-representing - I can't for the life of me see a reason for MYX to do this. The last three years the market has reacted aggressively to *all* mentions of Nextstellis, so any underrepresentation would have expected a market reaction.

    It has been savage with little support - very surprising... I wonder if they've lost a Top 20 holder - perhaps the next few days will explain better.
 
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