News Focus
News Focus
Post# of 257253
Next 10
Followers 4
Posts 323
Boards Moderated 0
Alias Born 07/27/2010

Re: DewDiligence post# 106936

Thursday, 10/21/2010 8:48:32 PM

Thursday, October 21, 2010 8:48:32 PM

Post# of 257253
I spent a bit of time looking at the NVS release on its website, though at time the print size was a bit of a challenge for my old eyes.

If I am interpreting things correctly, the overall cost of goods sold by corporate NVS for the recent quarter was around 30% and the COG for Sandoz for the third quarter was around 53%.

Does this change any expectations for COG for enoxaparin and MNTA's resultant share? Also, is MNTA's share predictated at all on Sandoz "operating margin" rather than COG for that single product?

Thanks.

Trade Smarter with Thousands

Leverage decades of market experience shared openly.

Join Now