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Re: zipjet post# 100432

Monday, 08/02/2010 2:25:44 PM

Monday, August 02, 2010 2:25:44 PM

Post# of 257253

gravitate to similar pricing by both providers and a 50% market split



My own take is that the branded Lovenox will maintain a pricing and/or a market share edge. Some users will be cautious and will need a positive reason to switch from the product they've used for so long.

I personally suspect that the Momenta product will actually have less batch-to-batch variation than Sanofi's product, simply because Momenta probably has a better characterization of the drug than does the originator. But the market doesn't know that, and given Lovenox is a "tricky" drug to use, I suspect a chunk of the market will be conservative about adoption of the generic.

Peter

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