Biotech Values

[jbog]

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Compare Aug 20 with Jun 18, new script was down 34.2%, total script down 35.7%. This might be proxy of initial generic market share around 35%.

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Yes, and this is consistent with MNTA’s assertion that NVS can supply 35-40% of the market at present.


Let's not forget that we are only talking about the pharmacy portion of sales (my est is $935 mil for the whole pharmacy group ($1.1b x .85)). The big nut lies in the hospital setting, and as of now, this seems to be the area that Sanofi is defending.

I don't see any reason that Sandoz couldn't capture 50% of the pharmacy sales in short order, and that alone would exceed my original estimates.

good luck