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Re: DewDiligence post# 130127

Thursday, 11/03/2011 9:15:36 AM

Thursday, November 03, 2011 9:15:36 AM

Post# of 257666

Since NVS reported $259M in 3Q11 sales of generic Lovenox, we now know that NVS had a 59% market share during 3Q11.



And we get more facts that led up to the decision to sell an AG.

The market was turning to the generic more and more. Sounds like a rational decision to me. And shows the risks to MNTA's model, which management emphasized significantly at the annual meeting (and was dismissed by some here).

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