News Focus
News Focus
Followers 24
Posts 2251
Boards Moderated 0
Alias Born 04/14/2007

Re: jbog post# 3117

Friday, 05/06/2011 12:44:13 PM

Friday, May 06, 2011 12:44:13 PM

Post# of 20689
<<Now, rethink this as what would be beneficial to Sandoz, because they control manufacturing? Where would Sandoz make the most money?>>

I don't see that Sandoz makes more money by inducing a price war. if they induce an AG, it is more complicated, Dew analyzed the profit share/royalty issue in this post.

http://investorshub.advfn.com/boards/read_msg.aspx?message_id=46578876

It hardly seems that Sandoz would maximize their profit by in effect getting to pay a reduce royalty to Momenta at the expense of losing sales to the AG. To the extent that Sandoz outsells the AG, they continue to pay the profit share.