NVS is (at least at launch) supply constrained - able to supply less* than half of the demand.
The point was brought up by another poster, in reply to a post of mine, that pointed out that the discount that SNY provided my GPO went well beyond Lovenox. SNY also, at the same time, discounted many drugs in their arsenal.
My point (and his) is that NVS wasn't aggressive enough in response by dropping its prices for items other than M-enox too.
I wonder if having a Rx arm (NVS) and a generic arm (Sandoz) hinders their ability to play well together as the discounts would have certainly been from the NVS side of the ledger and not Sandoz products.
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