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Replies to #29411 on Biotech Values
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rkrw

05/31/06 11:37 PM

#29414 RE: DewDiligence #29411

The others haven't been approved. That would be precedent setting, settling with competitors that haven't even been approved and likely won't. The upshot to Sanofi is settle and face 3 competitors, pricing gets squashed, or don't settle and if mnta does get approved, have 1 competitor and split the dollar value of the market. It's an interesting model. I'd also look for mnta to settle with the two challengers, throw them a carrot for their troubles. mnta has Sandoz behind them which should help.