Replies to post #101260 on Biotech Values

[jbog]

Dink00,

If Sandoz is estimating it will generate $40 mil in sales over the next 6 weeks that would mean Sandoz is estimating it will capture around 16.1% of the normal lovenox market in it's 1st quarter.

Sales are at a current run rate of $346 mil.

There is a lot of room for growth.

[zipjet]

Enoxaparin is expected to be Sandoz’ biggest selling drug in 2010 – and the company’s success this year depends heavily on its timely commercialization. Sandoz is expecting sales in
the range of over $40 million in the next six weeks alone, sales which would be lost if the court were to enjoin it.

Note that:

Even in 2010 mL is expected to be Sandoz biggest selling drug; and this is a statement about sales over the next 6 weeks.

Moreover, Sandoz has invested between $50 and $70
million in developing its enoxaparin process and working through the FDA review process.

That gives us some idea of part of the cost that MNTA will have to repay. I would assume that "developing" does not include legal costs but I cannot sure.