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DewDiligence

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DewDiligence

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Re: Double_Bagel post# 120239

Wednesday, 05/18/2011 9:17:32 AM

Wednesday, May 18, 2011 9:17:32 AM

Post# of 257644

Were [MNTA] just saying that they were at full capacity because Sanofi might be listening?

That’s exactly right, IMO. I think NVS’ production ceiling is not based on the supply chain (as MNTA alleges), but rather on the threat of an authorized generic by SNY.

“The notion that there’s a Chinese Wall between sell-side analysts
and investment bankers may be the second-biggest piece of BS
ever promulgated in any area of human knowledge!”

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