Replies to post #101306 on Biotech Values

[DewDiligence]

If you were a doctor and you could prescribe Lovenox or the Generic for the same price, which one would you prescribe?

The whole point of having a substitutable generic—indeed the whole point of the Hatch-Waxman Act—is that (except in rare cases) the prescribing doctor does not determine whether a patient gets the branded drug or a generic.

[alertmeipp]

jbog, I disagree but feel free to wait till all those numbers come out before you invest. Different ppl different styles.

What we do know now is MNTA's 50% of next 3 quarters of cash flow will be able to pay off about 50-70m. (thanks Zipjet and Dew for the info)

I think if you want something to make ppl about, post something about Teva's possible approval.

[zipjet]

we do not know

Reading your comments with an absolute "know", I agree.

A): What is Sanofi willing to do in pricing? Will they match Sandoz's price? Will they beat Sandoz's price?

We know a great deal about duopoly pricing in pure/perfect competition models. This situation is not pure/perfect competition but it is close enough that we can know what will happen. Go back and read my posts and the link to educational material on this. Or stay ignorant. Up to you.

B): ... People here say there is little to no general administration or sales expense.

This is a substitutable generic launch. I have built in 5% of sales for distribution costs.

ij