Replies to post #69228 on Biotech Values

[DewDiligence]

>…I disagree with many of the underlying assumptions posted here, especially by zipjet, regarding the economics of launching an AG.<

That’s what message boards are for. Your viewpoint is appreciated and has been duly noted in the latest version of the MNTA ReadMeFirst. Regards, Dew

[rkrw]

For the two you cited, ok.

Was there an AG for Prozac? That was a whopper for Barr Labs.

The example mnta likes to cite is Propofol, no authorized generic and a $ split of the market for years.

Personally I think even with an AG, generics with FTF status make a windfall with these blockbuster drugs.

I don't agree with zipjet that sanofi would be worried about M118. I assume Sanofi's decision would be based solely on what's best for Sanofi today, i.e. do they make more money with an AG or without an AG?