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DewDiligence

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Re: linhdtu post# 129697

Friday, 10/28/2011 5:24:50 PM

Friday, October 28, 2011 5:24:50 PM

Post# of 251706

…unless there is a deep discount, the watermark will be reached in a quarter sales or so and the 45% profit will be back.

That’s right. To reach the $99.1M operating-profit threshold for reverting to the old profit-share scheme during the current launch year, NVS will need to sell about $150M of its generic Lovenox. Since NVS was averaging about $250M per quarter prior to the AG launch, $150M should be easy to do in quarter or so, even with the AG on the market.

*Assuming the appellate court does not overturn the PI.

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

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