AI
Sunday, August 29, 2010 3:58:44 PM
That is fascinating stuff DD.
#7: There is certainly no reason to model for demand elasticity at this time especially given the modest discounting. But it likely will come in time.
#9: If you used 40% sales for Sandoz rather than 35% then the implied sales price discount is much closer to the pricing announced by Sandoz. Doing the calculation that way fits with Sandoz doing the under promise over deliver routine.
#10: I agree that launching an AG would blow a big hole in SNY's guidance.
The other inference of this analysis is that Sandoz has sold out it's production. Of course, who needs an inference if we have correctly understood Shea?
ij
#7: There is certainly no reason to model for demand elasticity at this time especially given the modest discounting. But it likely will come in time.
#9: If you used 40% sales for Sandoz rather than 35% then the implied sales price discount is much closer to the pricing announced by Sandoz. Doing the calculation that way fits with Sandoz doing the under promise over deliver routine.
#10: I agree that launching an AG would blow a big hole in SNY's guidance.
The other inference of this analysis is that Sandoz has sold out it's production. Of course, who needs an inference if we have correctly understood Shea?
ij
There are times when rules and precedents cannot be broken; others when they cannot be adhered to with safety. (Thomas Joplin)
Discover What Traders Are Watching
Explore small cap ideas before they hit the headlines.
