I don't think that it is wrong. It is not a typo.
If you add the weeklies for the 13 weeks in Q4, you get 1,428,438. The monthlies added to a total of 1,521,342.
If you add the weeklies for the 13 weeks in Q1, you get 1,531,806. If there is the same % undercounting in the weeklies, you get 1,631,433 for this quarter. Since Feb. is a short month, and both Jan. and Feb. have a holiday in them, ~560,000 for March looks right to me.
The quarterly number is the important one. If there is 6.5% growth in the number of Rxs and a 9% price increase, we might see ~15% revenue growth for Lun. Stocking is the unknown.
The other big unknowns are R&D and marketing. R&D has been consistently under guidance. Marketing has been over guidance.
I would not be surprised to see another big upside surprise in earnings. I doubt that we will see the market move big time though. Too many uncertainties with Xop and NBIX/PFE. |
