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Replies to #90545 on Biotech Values
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rkrw

02/12/10 9:34 AM

#90548 RE: DewDiligence #90545

As a sole generic, they'll price at a 15-20% discount, tops. IMO. Sanofi will also be incentivized to raise their branded pricing if they can get away with it which would creep generic pricing higher.
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zipjet

02/12/10 10:41 AM

#90552 RE: DewDiligence #90545

My recent post and the earlier one are based on the same concept, maximizing profits when introducing a generic. I think both posts are consistent and I stand by them. The recent post reflects the greater understanding of how MNTA and NVS will share the revenue stream.

You are right that I should have described the generic from SNY as an authorized-generic.

ij