Biotech Values

[mouton29]

Re: How will Xarelto/Eliquis/Pradaxa affect US Lovenox sales?

This analyzes the effect on the overall market, but SNY/MNTA has a proportionately larger share of the retail market and a smaller share of the hospital market, so the effect on them may not be strictly proportionate. Of course, they could change their marketing strategy.

Also, it would appear that a reduction In overall market size could remove or at least mitigate the capacity constraint currently limiting SNY/MNTA. Not clear what effect that would have.