InvestorsHub Logo
Boards
News
Market Data
Markets
Discover
Discover
Subscribe Login/Register
S&P 500
5,464.62
(
-0.16%
)
US TECH 100
19,220.00
(
-0.20%
)
Dow Jones
39,150.33
(
0.04%
)
Brent Oil
84.35
(
0.39%
)
Bitcoin
62,926.45
(
-0.37%
)
Post# of 252311
Next 10
Reply Private New
Public Reply Private Reply New Post
Keep Last Read
Replies (1) Keep Next 10 Report Keyboard Shortcuts
Replies (1) Next 10 Prev Next

zipjet

Send PM Follow Ignore
Followers 36
Posts 2622
Boards Moderated 0
Alias Born 10/06/2003

zipjet

Re: DewDiligence post# 130420

Monday, 11/07/2011 11:10:58 AM

Monday, November 07, 2011 11:10:58 AM

Post# of 252311

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).



That is certainly ball-park, IMO. Given a the substantial market share that MNTA already has, they can increase that as necessary to compete.

Thus, a reasonable strategy is for SNY to continue with the AG launch at the pricing currently prevailing in the market and push for market share without degrading the product total revenue.

They gain little other than a foothold for the AG to use when other generics reach market.

ij

It is astonishing what foolish things one can temporarily believe if one thinks too long alone ... where it is often impossible to bring one's ideas to a conclusive test either formal or experimental. J.M. Keynes

Public Reply Private Reply New Post
Keep Last Read
Replies (1) Keep Last Read Next 10 Report Keyboard Shortcuts
Replies (1) Next 10 Prev Next

Join the InvestorsHub Community

Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.

Sign Up