Replies to post #90533 on Biotech Values

[ghmm]

great DD!

[zipjet]

MNTA’s ‘hybrid economics’ when there’s an authorized generic:

Thanks DD,

That formula suggests to me that MNTA and NVS* have a powerful incentive not to price so aggressively that they provoke a branded-generic response.

ij

* Less so for NVS since switching to the royalty probably removes some of the incentive.