Replies to post #103486 on Biotech Values

[DewDiligence]

My point (and his) is that NVS wasn't aggressive enough in response by dropping its prices for items other than M-enox too.

Actually, that’s not what I was implying; rather, I was pointing out that NVS will have opportunities to offer bundled discounts if they think it’s beneficial to do so.

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.

It’s advantageous for exactly the reason we’re discussing: there are many more opportunities for bundling than a pure generic-drug vendor would be able to offer.