Biotech Values

[zipjet]

Thanks DD,

That is good.

The August 20th IMS data supports Shea's comment on August 12th that Sandoz had indeed sold out the capacity.

Accordingly, sales run rate for mL looks like $840M to $960M at 35-40% share.

I maintain that ultimately Sandoz will take 50% +/- 10% of the market by revenue. So Sandoz should attain the lower bound of that soon.

I do have one IMS question. My recollection (and this goes back so long that it may no longer be valid) is that IMS data does not pick up hospital scripts very well. Is that still true?

How long will it take Sandoz to get capacity up to the 50% unit range?

ij