Replies to post #102034 on Biotech Values

[zipjet]

jb,

Assuming SNY is rational, there is no doubt they will use price cuts and any tactics they can dream up to retain market share.

That approach will work well with big buying groups and hospitals.

But they will not be able to take the whole market without cutting prices 95%.

:-)

ij

[DewDiligence]

I am not arguing that MNTA's drug will remain off the formulary…

Lovenox’s being left off hospital formularies a la Recothrom is indeed what you were alleging earlier in this thread.

… I really don't want to have an argument with you because we all know that you are always right.

Well done! When your argument is shown to be groundless (hospital P&T committees do not ban FDA-approved generic drugs), you convert your message into a personal attack.

…the question I haven't seen addressed…is what % of Lovenox sales are hospital based…

See #msg-52871590.

…since generic drugs must be "reviewed" by the P&T committees, does the "review" give Sanofi the ability to restructure contracts thereby dropping the price to hospitals?

Both vendors can compete on price if they want to. Duh.

[Shengli]

Interesting debate by Sanofi s own Reps on Cafe Pharma about generic Lovenox. Not the most informed group of posters but interesting none the less

http://www.cafepharma.com/boards/showthread.php?t=430539