Yes, John, isn't it great? One thing to note, which is not surprising, is that MTC got no upgrade because of strong Celebrex scripts, while PFE got one from PaineWebber (due to strong Celebrex numbers) and MRK got one, again from PaineWebber, due to anticipated strong sales from their not-yet-approved Vioxx. MTC is unloved by analysts...highly leveraged, poor management etc.etc.
I expect next week's script no. to be strong as well. We should be able to get at least 50,000 for the week. NDC Health Information Services, which is able to track prescription sales on a daily basis, is competing with IMS Health Services, which provides script numbers one week behind NDC. We should be able to get some numbers in the afternoon. This is a great way for NDC to market their services.
Three weeks' great scripts data and MTC would become a momentum stock like Immunex. We may be able to see mid-50's by next week.
Anthony |
