Biotech Values

[Rocky3]

Based on drugstore.com price, 20 syringes of Lovenox cost $708.45, generic cost $533.13, so the discount to customers is 24.75%.

Is another piece in the puzzle. We need to see actual script numbers. A huge amount of uncertainity as to what the sales numbers will actually be.

MNTA says ~15% discount, but what will it really be?

Most sales are in hospitals, so how long has S/A tied up the deals?

Some patients and docs will be very slow to convert to generic, and others will move immediately. So is 30% of the market high, or will 50% be low?

And the huge question is when will FDA move on Teva, and if it is approved, what effect will it have on pricing and market share?

Questions, questions, questions.