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!”