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Re: io_io post# 9266

Tuesday, 06/26/2012 2:40:48 PM

Tuesday, June 26, 2012 2:40:48 PM

Post# of 20689

In the case of generics - well as I showed Clark, mLov gross margins are already in the high 30s at best.



This is a reference to #msg-75244696 - but I disagree, primarily because there are other methods of calculation which give much higher numbers for the Lovenox market as a whole. Until the discrepancy is credibly explained I would assume truth lies in the middle. (E.g. one possible explanation is that there were very few shipments in early Jan - which is compatible with known slowdown of use in December.)

That said, I see no point in arguing this with you since neither of us will gain any insight.