Now, between you and me, if Sandoz/Momenta doesn't feel that adding a trival amount of money to expand production is worth it, there is no question that they think Enox-o-what is not only possible, but inevitable. Adding new production would cost a measly sum ($50ish mil, max) but it would take years to complete and get approved. I'm guessing it's the 'time' that is holding them back.
Or the fact is Sandoz/Momenta already have 45-50% share and there is no economic reason to build out additional supply or take more market share when SNY could AG. Why rock the boat when you don't need too especially with new production would take years to build out and get approved? In addition, CW's remark could also be downplaying Sandoz/Momenta's production and supply chain capacity in order to keep SNY happy.
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