Post by casualinvestor on Sept 26, 2017 11:32:20 GMT -5
TRx = 428 for the week ending on 9/15, which is the same week with sales of 87,000 cartridges that broke Sanofi's record. At 203 cartridges per Rx, that could tell us something about the timeframe of those scripts.
If we use the assumption that an Rx is 90 cartridges/month, then that 428 TRx breaks down to 158 1-month Rx and 270 3-month Rx
If we use the assumption that an Rx is 120 cartidges/month, then that 428 TRx breaks down to 280 1-month Rx and 148 3-month Rx
I'm not sure this is useful information, and the main assumption (90-120) causes a wide swing in the ratio of 1-month vs 3-months scripts. But I've been wondering about how many months the average Rx covers, and it's somewhere between 1.7 and 2.25 months for scripts written during the week of 9/15/17. For ball-parking, that means a 50-50 split between 1 and 3 month scripts (unless 60 or 150 cartridge prescriptions are common?)
Do we have unit information for the week, or just Mike's statement about 87,000 cartridges?
If we use the assumption that an Rx is 90 cartridges/month, then that 428 TRx breaks down to 158 1-month Rx and 270 3-month Rx
If we use the assumption that an Rx is 120 cartidges/month, then that 428 TRx breaks down to 280 1-month Rx and 148 3-month Rx
I'm not sure this is useful information, and the main assumption (90-120) causes a wide swing in the ratio of 1-month vs 3-months scripts. But I've been wondering about how many months the average Rx covers, and it's somewhere between 1.7 and 2.25 months for scripts written during the week of 9/15/17. For ball-parking, that means a 50-50 split between 1 and 3 month scripts (unless 60 or 150 cartridge prescriptions are common?)
Do we have unit information for the week, or just Mike's statement about 87,000 cartridges?