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Re: jbog post# 113567

Friday, 01/28/2011 3:21:10 PM

Friday, January 28, 2011 3:21:10 PM

Post# of 257302

The run rate is probably much closer to $750m/$800m at this point.

Cowen’s Eric Schmidt just wrote a “quick take” report estimating that NVS’ 4Q10 end-user Lovenox sales were $200-225M, which is consistent with my run-rate estimate in #msg-59286675. FWIW

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