AI
Monday, September 14, 2009 7:12:35 PM
>>If MNTA's product becomes the only approved generic I would tend to think they might price it a little higher than DDs estimate, intentionally leaving some market share on the table.
That is essentially the same argument I made long ago.
How MNTA prices will/should be different depending on the number of sellers. A higher price works better for MNTA. But if SA brings out an AG then MNTA would cut pricing to take additional market share to compensate for the loss of share to the AG.
Hope we get a chance to see how it plays out. But then I have been waiting for more years than I care to recall.
ij
That is essentially the same argument I made long ago.
How MNTA prices will/should be different depending on the number of sellers. A higher price works better for MNTA. But if SA brings out an AG then MNTA would cut pricing to take additional market share to compensate for the loss of share to the AG.
Hope we get a chance to see how it plays out. But then I have been waiting for more years than I care to recall.
ij
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