If you look at Daichii Sankyo's quarterly sales vs annual forecast, all their other drugs are tracking around 25% of annual target, whereas Inavir is tracking 4% of annual target of 9 billion yen for 2011-12.
Mate, we can drive ourselves nuts trying to analyse the why and wherefors but seriously our management should be providing some commentary on quarterly movements (e.g. production constraints, low peak demand, deferred sales, lack of interest, etc).
What does it cost em to ask DS management for some info? Are they too shy to ask?
For comparison purposes, pls note according to Chugai Pharma, Tamiflu sales last year were all over the place 1.4B yen in Jan-Jun period and 0.2B yen in Jul-Dec period. However this year they forecast a more even split.
BTA Price at posting:
98.0¢ Sentiment: Buy Disclosure: Held
