News Focus
News Focus
Post# of 257268
Next 10
Followers 82
Posts 4778
Boards Moderated 0
Alias Born 02/27/2007

Re: jbog post# 105485

Thursday, 09/30/2010 7:25:53 PM

Thursday, September 30, 2010 7:25:53 PM

Post# of 257268

Momenta's typical 10% sales royalty IS equivalent to 45%/50% of Sandoz's profit



That implies that Teva's margins would be only 20%. That's ridiculous - those are the sort of margins they enjoy on regular generics, not on an oligopoly. I'd bet on margins in the > 60% range.

Peter

Discover What Traders Are Watching

Explore small cap ideas before they hit the headlines.

Join Today