Biotech Values

[zipjet]

shouldn't take much for NVS to get $100M in profits from lovenox, assuming they maintain 35%-50% of the market

The assumption is too generous.

In some post I described a market channel segmentation* view of how sales might shake out. It would not be favorable to MNTA IF I have that right. That too suggests your numbers are too high.

But worst of all, how can anyone take the 45% profit share seriously once you know that the hybrid split was triggered by the AG AND we can reasonably expect an Amphastar launch (or a TEVA launch) which would reduce the payments to a straight royalty.

ij

*
http://investorshub.advfn.com/boards/read_msg.aspx?message_id=67548089&txt2find=pharmacy