Biotech Values

[zipjet]

>>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.

Could be. That outcome is a certainty for now since Sandoz cannot even supply half of the demand. IF I were a buyer for a hospital or a buying group, I bet I could cram Sandoz pricing down SNY's throat.

Care to quantify the "edge"?


>>I personally suspect that the Momenta product will actually have less batch-to-batch variation than Sanofi's product

Agree. As I recall L had pretty large batch to batch variation. I liked the statement that Sandoz has embedded the analytics in the manufacturing process so that they can adjust to variation in the character of the input feeds.

ij