Biotech Values

[zipjet]

we do not know

Reading your comments with an absolute "know", I agree.

A): What is Sanofi willing to do in pricing? Will they match Sandoz's price? Will they beat Sandoz's price?

We know a great deal about duopoly pricing in pure/perfect competition models. This situation is not pure/perfect competition but it is close enough that we can know what will happen. Go back and read my posts and the link to educational material on this. Or stay ignorant. Up to you.

B): ... People here say there is little to no general administration or sales expense.

This is a substitutable generic launch. I have built in 5% of sales for distribution costs.

ij