Biotech Values

[dewophile]

mnta

thanks for the posts and welcome to the board

This is how SNY maintained 85% mkt shr in the hospitals.

i don't see how this can be when sandoz states they are at or above 40% market share. even if sandoz is wrong sanofi divulged that they have 67% share by volume during their Q3 call. so even if you assume sny's share as dollar share (and there are myriad other data points not too - not the least of which SNY disclosed what they felt was the impact of generic enox at 208M euro so clearly more than 33% by dollars), that means mL would have to have had 60% market share in retail in Q3 if the market is divided by volume 40% retail 60% hospital.* we know from IMS they didn't have that even by end of Q3, and i believe by volume retail is only 30% market share

so either the 85% figure is off, or mL has <33% market share (more like 20-25%)
we know pricing discounts aren't the issue based on what you quoted

*edit 60x.4 + 15x.6 = 33