Biotech Values

[iwfal]

it offers no useful info on who will prevail

Just so we are clear - I am asserting that the ratio of (defendants requested delay) divided by (plaintiffs requested delay) is a predictor of chance of PI being issued. But a substantially less good indicator of trial success (the PI ruling is a judgement on strength of each party's case and each party's damages - and the question of requested trial delay forces an answer balancing both. But the trial is only about the former and so correlates less well to the question of trial delay.).

IF I were running this for SNY I would tap the pharmacy market more lightly if I thought no aL would launch and try to take say 1/3 of that market giving me about 2/3's of the whole.

1/3 of the pharmacy market and all of the hospital market? Giving Sanofi about 2/3 of the total market. Wouldn't you expect Sandoz to retaliate with a tap on the hospital market. And that is my point. I'd expect Sanofi to maintain >43% market share by revenue - not be sucked down into the 30s.