Another email sent to management:
SCRIPT DATA for week ending Nov. 21..
NEW SCRIPTS 10,477 up 5%
REFILLS 4,754 up 5%
Total 15,231 up 5%
The week of Nov 21 suggests a 31% refill rate. One week of data is meaningless, but some hard, positive, accurate, meaningful data on refills and new orders is exactly what the market needs to hear at this critical juncture.
I had requested this information from Mr. Yntema weeks ago, with no response.
Now it appears that I'm not the only one who needs a response. The market needs one, preferably before the opening bell tomorrow.
Again, the market needs to know:
1. The exact status of the new plant. Why is equipment being taken offline from the existing plant? Is the plant ready but for approvals? Has it been inspected? Any preliminary findings?
2. Demand for Muse.
3. A better explanation of revenue impact.
4. Refutation of Asensio PR, and the study referenced. (It appeared in The Lancet.)
It's time for some proactive damage control! I am assuming the additional downgrades issued this afternoon came after phone conversations with management.
Your individual investors deserve the same consideration, via additional press releases issued today and via a conference call tomorrow.
Concerned,
Steve Childs |
