Go back and read my posts and the link to educational material on this. Or stay ignorant. Up to you.
I recall many of your posts and appreciate your thoughts.
The only thing that caught my eye in Sandoz's statement yesterday was the over $40 million in sales for the next 6 weeks. Sanofi had a sales run of $48 mil per week, so my thought is that Sandoz's initial penetration (16%)is much smaller than I originally estimated.
I was expecting some type of Apotex senerio with the rollout from Sandoz. Apotex captured 60% of the new scripts and 53% of the complete Plavix market within 3 weeks.
As far as debating the financial data, we'll have to wait for the quarterly numbers to figure anything out.
Here's something else to think about. Momenta has an unusual contract with Sandoz when dealing with different sales situations. Why? And to what degree would one situation be reason to multiple Momenta's profit?
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