RE:RE:RE:RE:RE:Sales Revenue (4147 TMB) January 2019SPCEO1 wrote: palinc2000 wrote: SPCEO1 wrote: The Bloomberg data is the best source of data now and it is showing improvement, with last week's number being the highest yet by a nice margin. The Taimed sales number is impacted by inventory changes at TH.
Dwizell wrote: Garp1 wrote:
38,939
This is very bad as we don’t have the J code excuses for this 4 th near flat month in a row ...
Do you know for a fact that inventories held at TH have decreased ?
Why would they decrease inventories when sales are supposedly increasing?
No, but it has to be the case since Trogarzo sales are rising at the TH level (according to Bloomberg, which has its problems but is generally accurate). Since TH can't sell what it does not have and its sales of Trogarzo are rising, that means they have to be working down invetories of Trogarzo if Taimed's Trogarzo sales to TH are flattish.
The thing is if sales were improving in a substantial way then you would expect BOTH numbers to increase. Especially given that early in the process thera said they didnt actually hold much stock and the increases in taimed sales in the few months were they increased (i think the best month was 510000) were quite limited. There really isnt a great deal of spare inventory in the system. As others have said there is a limited life to this explanation and it seems we've come to the end of it.
SPCEO any chance you could give us the last weeks actual bloomberg sales. Is it vials sold? The actual number of vials? Or maybe 4 week moving average?