Replies to post #100108 on Biotech Values

[jbog]

10nisman,,,


I seems like the rumors are endless. I've recently read that Sanofi has signed a group of GPO's into long term sole source lovenox contracts.

Have you heard anything regarding this.

tia

[Mpower]

Was there a discussion at todays SNY conference call around GPO contracts for m-enox on the hospital side?

[biomaven0]

MNTA is trading at an extremely cheap valuation even if TEVA obtains Lovenox approval

That's at least arguable. It's not simply the market share and pricing pressure if Teva gets approved too, it's the changed profit split with Novartis that is the driver in that scenario.

Peter