Replies to post #102795 on Biotech Values

[EyeamBill]

That should read MNTA GPO Update. . . .

Sorry, Im new to this.

Bill

[jbog]

Eyeambill, A GPO Update


If we take notice of Eyeambills post regarding HeathTrusts Lovenox's agreement and RegularDoc's post regarding Sanofi's pricing for VHA contracts (priced lower than Sandoz).

Now add to those comments Sandoz's court filing estimating a sales projection of >$40 mill over the next 6 weeks. I might start to think that they don't teach the Duopoly theory in France's higher education system.

Without taking into consideration filling the pipeline, if the run rate is in the range of < $100mil/quarter there will be a huge disappointment come earnings time.

This might just take more time to play out, but this also could explain the stock price and lack of analyst support.

Time will tell.