RE:RE:Donnatal Permanent Impairmentcg16 wrote: But GA, we see Donnatal script info reported weekly by RBC and it doesn't support what ur predicting?
I think Miehm used the word "stabilized" in his last report.
Certainly still a risk of being yanked by FDA, but Q3 sales should be only as soft as expected from Q2 CC comments and script data. if Miehm's word (stabilized) is correct then there should be no reason to guide down significantly due to Donnatal alone..
You have to consider price in your analysis. If the company giving it away (coupons for 100% for Donntal) then it doesn't reflect what is going on in the IBS space. Someone here posted the video from BNN of two independent health care researchers talking about price/volume analysis - you just can't look at scripts form IMS. which is what Meihm does because it doesn't show the whole picture and even he has commented on that. Watch for RBC to reduce eps estimate a week before q3 just like they did a week before q2. Donnatal is mentioned specifically in the legal action against Concordia.