Dennis Harp, a biotechnology analyst at Deutsche Bank, sees another reason for the increase: Amgen, he says, seems to finally be working its way through the manufacturing problems that have constrained the supply of its rheumatoid arthritis drug Enbrel.

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The EIA says it is aware of the problems and fixes them when it can, though it is constrained by its budget.

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It will also be interesting to know if the situation at the supply-end has improved after Q4, when Nokia had problems meeting demand and could have sold even more Lumias had it not been supply constrained for most of the quarter.

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In a big company, you might be horribly constrained, but there are like 1, 000 other people you can go to to deal with any number of problems.

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