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DewDiligence

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DewDiligence

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Re: ThomasS post# 56642

Monday, 12/24/2007 3:21:55 PM

Monday, December 24, 2007 3:21:55 PM

Post# of 252897
>MNTA – it is simpler to state Case 1 or 2: 65%<

The distinction between case 1 and case 2 matters greatly because the economics of the Lovenox collaboration with Sandoz are much more favorable to MNTA if they have the only generic on the market.

If Sandoz/MNTA have the only generic Lovenox on the market, the Lovenox collaboration becomes an equal or near-equal profit split. On the other hand, if Teva or Amphastar launch a generic Lovenox, instead of a profit split, MNTA gets royalties on Sandoz’s sales at a relatively low rate.

“The efficient-market hypothesis may be
the foremost piece of B.S. ever promulgated
in any area of human knowledge!”

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