Replies to post #100114 on Biotech Values

[imnot6]

Authorized generic vs discounts

Is there any other logical reason for SNY to not launch an AG? [turtlepower]

My guess is that if everyone believes that Momenta's formulation is fully equivalent to Lovenox in terms of both active and inactive ingredients, then there is no particular perceived advantage to an AG versus just discounting Lovenox. If an appreciable number of people are concerned with potential differences in patient response, then an AG might be in the cards.

[DewDiligence]

So if SNY is not planning to launch an AG, they are…assuming that they would retain about 40-50 % of the market.

Correct.