Biotech Values

[jbog]

zipjet,

The hospital situation is where the 'duopoly' theory comes into play. As of now, we've seen that SNY is willing to meet any price Sandoz puts out there so maybe it really isn't worth chasing.

The Pharmacy side is different because that is where our personnel co-pay drives the purchasing situation. Logic says that Sandoz should own 100% of that market, but as of now we know it only has around the mid 50% range.