Thanks - the data is great.
How about a screen grab just of the forecast numbers?
what is interesting is AXIRON is declining at a slightly slower rate than the market... so from a volume perspective it is taking some market share.
Agree - the trend is not in the right direction, and it would be naive to think all the neg PR has not had an impact. logically doctors may be more hesitant to prescribe based on the research and patients more hesitant due to all the bad pr / legal etc.
"Saying substitution is a threat to pricing is hardly a long bow." - well i think it is int he content of cutting the target price by some much and downgrading - yes, yes substitution/generics have always been a threat here, nothing has changed in this regard - everyone has been pricing it. Granted, it is a threat but within the content of downgrading it doesn't add to the conversation that much...
Again, would love to see a screen grab of the forecast P&L - i have my own very pessimistic forecast and dcf and would love to cross check with such a bearish view...
Regards,
mita
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