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Re: zipjet post# 107588

Sunday, 10/31/2010 3:04:14 PM

Sunday, October 31, 2010 3:04:14 PM

Post# of 257253
>> we don't expect other generic launches in the U.S. for several quarters, which should allow Sanofi to hold on to close to 20% of its market share in the near term because of limited competitors.

Perhaps he is thinking of this as a typical generic launch.




IJ, it is interesting that the analyst made this comment. Sanofi also asserted an expectation of "further erosion" of lovenox revenue as a result of generic competition. Perhaps mL will not split the market so evenly with Lovenox... that being said, sanofi is sending all the signals that it is not looking to launch a AG, so long as there are only two competing products.

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