Biotech Values

[iwfal]

the entire thread about Lovenox channel stocking is a red herring

Lets be completely clear so I am not later taken out of context as seems to be common on boards - my question is NOT about channel stocking as some long term (year) issue. Only about how to interpret zip's quote from MNTA that they were in some way at capacity within a few weeks of launch. Serious question - given that MNTA has said that they can manufacture 30-40 pct of total demand for Lovenox, how long until Sandoz has quarterly MNTA statements are stable at or above 30% of Lovenox total demand pre-generic. 1 Q, 3 Q, 1 year?