Replies to post #100425 on Biotech Values

[zipjet]

MNTA -

It would add a nice data point.

For me it is sufficient to know:

- Sandoz can supply 35-40% of the market; and
- they are increasing their capacity; and
- they are pricing at 14% discount.

As I have suggested, this duopoly pricing tells us this market will gravitate to similar pricing by both providers and a 50% market split.

It will not get there instantly but iteratively over time - IMO in less than one year.

The one issue raised in the call is how soon Sandoz can get unit capacity to 50% of the market.

ij