FWIW, I met with some of the account managers from ESRX last week. They are carrying both Lovenoz and M-enoxaparin. Given that I was at the meeting relating to a different agenda, we did not delve into pricing, percent business share, etc, but I was under the impression that they carry both in their mail order side of the business due to individual pricing plans and due to have previuosly stocked Lovenox and continuing to have some on hand.
I have a couple questions for the group. Am I correct in recalling that at a quarterly conference call in 2009, Wheeler stated that they had higher expenses relating to commercialization preparation of m-enox? I believe they had already started manufacturing m-enoxaparin and Dew may have covered this a while back. Think a 2 year shelf life was mentioned in syringe form. Reason for bringing this up at present is that it suggest that the initial sales at time of FDA approval may have a much higher margin as the product costs, not including shipping, would already have been incurred and expensed.
Finally, any accountants out there that could speculate on any breaks MNTA will receive from the new Healthcare legislation, as I believe some of the R&D for biotech companies with fewer that 200 or so employees may be eligible to some sort of government "rebate?"
Thanks.
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