Can you put up a post listing the previous monthly bloomberg figures for those of us who don't have access and do it when they come out in future months? Thanks
IMS numbers are volume and multiplied out by price before chargebacks and rebates.
What is The generics sales number at molecule level for USA and rest of world? ie what does ACL think the market size is for Fonda after ( discounting) chargeback / rebate adjustments? .
Doing clacs and using a flat 40% discount on gross rrp or wholesale sales price is probably all we can do but is seriously flawed trying to project into the future in different market segments and different countries as structures are so different in marketing to each segment in each country.
Be nice to have regular up to date figures to check this one doesn't run off the rails and that the "investment" in reducing COGS is actually achieving it's goal and not just paying for more DrReddys satff in different countries and is going to long term real manufacturing effeciency changes.
The competition know all the numbers within reason but we as shareholders are being left well behind. The lame excuses and delays are just pathetic. Have we recieved payment?
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