Replies to post #87691 on Biotech Values

[DewDiligence]

PYMX MNTA:

I hadn't quite realized the growing dominance of Lovenox (seems to currently have about 80% of the LMWH market as best I can tell)…

It’s even more than that. According to SNY, Lovenox’s share of the US market for LMWH’s is about 95%; Fragmin and InnoHep have 1-2% each, and everything else is essentially round-off error.

Arixtra, which is not a LMWH, is also a non-factor in the market despite its being a fine drug.

In short, the heparin-based market boils down to two products: UFH and Lovenox.