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Biotech / Medical : Biotech Valuation
CRSP 56.98+1.1%3:59 PM EST
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To: Biomaven who wrote (6030)3/26/2002 3:40:40 PM
From: Sam Citron  Read Replies (2) of 52153
 
Much more likely is that the IMS data reporting is flawed...Intermune has changed distribution of Actimmune from wholesalers to specialty distributors, and IMS, which collects and distributes information on pharmaceutical sales, does not track specialty pharmacy sales very well

Peter,

I'm curious as to your impression of the reliability and limitations of IMS data in general. It is extremely rare and potentially valuable for investors to be able to get a glimpse of widget sales on a week to week basis. OTOH, the value of such information may obviously be limited by inaccuracies, bias, or incompleteness in sampling procedures. Are specialty pharmacy sales intrinsically difficult to track for some reason? Does someone else do this? Are there other significant weaknesses in IMS' data reporting of which you may be aware?

Sam
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