Biotech Values

[rkrw]

You're assuming no one else will ever be able to launch a generic lovenox. What makes you think Teva is the type of company to give up? If Sanofi is going to lose a massive market share, why wouldn't they launch an AG?

As far as your model we discussed it before, i think your market share and profit margin are too high and we disagreed. Obviously as a sole generic this would be very lucrative, but i think nearly a billion in free cash flow per year for it is optimistic.

Any guesses on what's mnta's next generic project? I'm thinking something like Enbrel.