IF I understood Shea correctly, Sandoz is already filling 35-40% of the market. "...achieved that penetration of the market fairly quickly ..." From my notes.
Most of us "kool-aid" drinkers believe sales will be 30-50 %, with rational arguments
Make mine grape.
2) Sales uncertainty - future approvals. ... the market opportunity goes from $2.7B to $1.2B or less. And NVS/MNTA to 20-30% from 50%.
My guess is that the market goes to $1.8B from $2.8B (latest statement from MNTA for 2010 market). I give 25% to MNTA/Sandoz, 25% to TEVA and the other 50% to SNY including their AG. Just guessing but interesting that you bracket my 25% figure. A drop to $1.2 would be a big cut. Your guess is as good as mine.*
ij
* But not as good as rkrw in my book. (Edit after reading rkrw.)
There are times when rules and precedents cannot be broken; others when they cannot be adhered to with safety. (Thomas Joplin)
AI
