Scammer,
I'm not sure how Bloomberg got their numbers, IMS data?..If ACL were prepared to use a weekly sales figure quoted by Bloomberg in one of their announcements, then no doubt they're accurate...
When Reddy's first starting selling Fonda their COGS% was no doubt higher than it is now- that could of been part of the reason for entering the market with little discount to Arixtra/AG( As per the retail sites referenced on here over the last 6-8 months). As their production increased, economics of scale decreased the COGS% , which would have allowed them to start further discounting Fonda without effecting COGS.
I see what your getting at with the COGS% increasing as the selling price for Fonda decreases, however like i mentioned above this might not be the case( Only Reddy's know for sure). Also, from the recent size estimates of the current retail Fonda market- it looks like the bulk of the discounting might not be too the extent as to what these online sites are suggesting...
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Scammer,I'm not sure how Bloomberg got their numbers, IMS...
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