earnings analysis and forecast, page-2

Cheers matt,

Good stuff.

One thing that I disagree with is the 25% retail discount you have applied. I was keeping a close watch on the websites from the day we entered the market and the 2.5mg prices dropped over 40%. Larger doses have dropped even more due to their pricing being aligned with the 2.5mg packs. So 45% would be more accurate.

I know it is drawing a long bow to say that this is the prevailing discount regime based on 2 websites that show prices, but there is no other info to go on.

Secondly; how can we be sure Bloomberg figures are not based upon recent historical market figures, and therefore inaccurate due to discounting?

Forgive me if I'm missing something.

In the end your pic6 will come to pass IMO, perhaps with a little tweaking of discounts.

Cheers mate. Let me know where you think I'm full of it and I'll see you when I'm not so beery.