Biotech Values

[tinkershaw]

Given that since this generic market is so different from practically any other that we are in somewhat new territory here. This said, under any scenario, if MNTA remains the sole generic they will make hundreds of millions per year gross income. Whether they get 80%, 50%, or 30% market share.

If Teva is approved, this market will almost certainly revert to the more typical model as Sanofi will not want to fight two companies in a price war, and will instead profit maximize, unless the 3 players can "signal" each other into each reaching profit maximizing market share points. In such case, the generics will almost certainly hold greater than 50% marketshare.

So we can fuss over it all we want, but that is the certain outcome in the sole generic, and the very likely outcome in the 2 generic outcome.

At the current share price, any of these outcomes are good for MNTA, with the former being a multi-bagger pre-copaxone.

Tinker