Biotech Values

[iwfal]

EyeAmBill - MNTA GPO's and pricing:

It has been mentioned on this board that the reason for the difference between the script market share (over 50% at this point) and the $ market share is the unit size being sold by Sandox is smaller on average than being sold by SNY.

But are there other factors at play:

a) Do we have data to confirm that all the major GPOs actually have contracts with Sandoz? If not then the market share of Sandoz in hospitals could be substantially different than in scripts.

b) How different is the Sandoz price to a GPO than the Sandoz price to a retailer? 30%? 50%? 2x?

These don't matter hugely - but it would be interesting to know what events would potentially kick up the $ market share.