Insofar as NVS will book Lovenox revenue when it ships to wholesalers, not when wholesalers ship to end users, I do not understand your question. Please clarify.
p.s. MNTA’s claim is that NVS can currently supply 35-40% of Lovenox volume (not 30-40%).
“The efficient-market hypothesis may be the foremost piece of B.S. ever promulgated in any area of human knowledge!”