Replies to post #100458 on Biotech Values

[zipjet]

>>My own take is that the branded Lovenox will maintain a pricing and/or a market share edge. Some users will be cautious and will need a positive reason to switch from the product they've used for so long.

Could be. That outcome is a certainty for now since Sandoz cannot even supply half of the demand. IF I were a buyer for a hospital or a buying group, I bet I could cram Sandoz pricing down SNY's throat.

Care to quantify the "edge"?


>>I personally suspect that the Momenta product will actually have less batch-to-batch variation than Sanofi's product

Agree. As I recall L had pretty large batch to batch variation. I liked the statement that Sandoz has embedded the analytics in the manufacturing process so that they can adjust to variation in the character of the input feeds.

ij

[rkrw]

I've always thought it may make sense to have a small handful of sales reps detailing the product, educate buyers on just that.

I personally suspect that the Momenta product will actually have less batch-to-batch variation than Sanofi's product, simply because Momenta probably has a better characterization of the drug than does the originator. But the market doesn't know that, and given Lovenox is a "tricky" drug to use, I suspect a chunk of the market will be conservative about adoption of the generic.

[turtlepower]

I personally suspect that the Momenta product will actually have less batch-to-batch variation than Sanofi's product, simply because Momenta probably has a better characterization of the drug than does the originator. But the market doesn't know that, and given Lovenox is a "tricky" drug to use, I suspect a chunk of the market will be conservative about adoption of the generic.

Thats an intriguing assessment. Out of curiosity, did momenta characterize an arbitrary lovenox batch? If so how did they account for the possibility that the batch was on one end of the possible range of variation?