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zipjet

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zipjet

Re: DewDiligence post# 130420

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

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

Post# of 252261

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

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