Replies to post #100233 on Biotech Values

[DewDiligence]

From the same 2007 write-up:

Other heparins on the market, such as Pfizer Inc.'s Fragmin and Pharmion Corp.'s Innohep, capture relatively little share. Lovenox is the compound with which to show bioequivalence. About 72 percent of the overall heparin market belongs to Lovenox, and about 80 percent of LMWH…

According to SNY, Lovenox is about 95% of the LMWH market in the US (#msg-44644009).

Moreover, the above passage is a non sequitur insofar as Fragmin and InnoHep have never been substitutable for Lovenox. (I know you know this, but other readers might not.)