Biotech Values

[jbog]

Dew,

[i]As noted in #msg-54805945, Lovenox will be (and probably already is) the highest-margin product in Sandoz’s portfolio.

My original comments started with the assumption that M-Enox became a run-of-the-mill generic.

You, Zippy, Myself and The Guy from Kingdom Come doesn't have a clue of how M-Enox would be priced if Teva, Sanofi and Sandoz all compete for the same customer.

Know one knows where Sanofi will stop lowering their pricing to protect their sales. We seem to forget that Sanofi is in the process of losing Taxotere and Lovenox this year and soon they'll be losing Plavix, Lantuse and Aprovel. Those drugs combined represent 64% of Sanofi's current sales. Desperate people can do desperate things.

We are going to have to see the financial details over the next couple of quarters, because again, not one person can even define the word profits when it comes to the Sandoz/Momenta relationship.

I hope your assumptions are right but we won't know that until the data comes out.