Replies to post #105451 on Biotech Values

[zipjet]

Teva of course gets 100% of its profits, so we are talking potential profits to them of $350m/yr for a long time

To get to that profit, what do you have as the tL revenues?

ij

[zipjet]

For TEVA - modifying my model to their case, Revenue $450M annual, keeping same COGS and distribution costs, I get profit in the range of $140M-160M annually.

Still substantial, abnormally profitable for a generic and worth a fight, IMO.

ij

[jbog]

biomaven,

If teva eventually becomes another generic coupled with M-enox there's no where that type of profits that you expect.


The other day I laid out the scenario that Momenta's typical 10% sales royalty IS equivalent to 45%/50% of Sandoz's profit.