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DewDiligence

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DewDiligence

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Re: Katsche post# 124051

Thursday, 07/28/2011 7:39:47 AM

Thursday, July 28, 2011 7:39:47 AM

Post# of 257566

[NVS/MNTA Lovenox] share would be near 60% if the destocking effect is added

However, SNY could also have had destocking during 2Q11.

The tacit price collusion between SNY and NVS is working because neither company has tried to capture more than about 55% of the Lovenox dollar sales. I think it will stay that way.

“The efficient-market hypothesis may be
the foremost piece of B.S. ever promulgated
in any area of human knowledge!”

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