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Re: DFRAI post# 101277

Tuesday, 08/10/2010 9:42:39 PM

Tuesday, August 10, 2010 9:42:39 PM

Post# of 257253
DFRAI,

Do you mean this year or over the next 4 quarters?

By Sandoz's comment tonight of $40 million over the next 6 weeks it should mean that they are capturing around 16% of current sales.

$2.5 bil per annum x .8 x .16 should be around $320 mil per year at todays rate.

In my view 16% is somewhat disappointing, but again there might be some major contracts currently in force.

Time will tell.

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