Biotech Values

[DewDiligence]

Re: Generic Lovenox / Sanofi AG / HSP

>So from my perspective, the determining factor as to whether Sanofi launches an AG is whether Sandoz is in a position to supply the market if MNTA/Sandoz open the market.<

Sandoz will not be supply-constrained even if they have the only approved generic; see #msg-29053373.

Regrettably, after further consideration, I’ve come around to your viewpoint on this matter and I’ve rejected the argument by zipjet, which strikes me as little more than handwaving. Regards, Dew

p.s. I still don’t have a clue as to why HSP filed an ANDA for the vial formulation only, which accounts for only 1% of the US Lovenox market. If anyone has an idea why, please post!