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DewDiligence

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DewDiligence

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Re: zipjet post# 130402

Monday, 11/07/2011 10:48:31 AM

Monday, November 07, 2011 10:48:31 AM

Post# of 251707

Given that, aggressive competition by an AG would be a big mistake.

When the dust settles (which may take a few quarters), I expect that SNY and NVS will each garner a 45-55% share of the hospital segment and a 45-55% share of the retail segment (#msg-68640498).

p.s. On today’s CC, MNTA corroborated Hanspeter Spek’s statement in #msg-68632910 re SNY’s motivation for the Lovenox AG launch.

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

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