Replies to post #107585 on Biotech Values

[zipjet]

Nice find.

This is worth noting:

>>Costs increased year over year as a percentage of total sales largely because of the lost sales from Lovenox, which carries high margins.

This would be good for MNTA but I do not believe it:

>> we don't expect other generic launches in the U.S. for several quarters, which should allow Sanofi to hold on to close to 20% of its market share in the near term because of limited competitors.

Perhaps he is thinking of this as a typical generic launch.

ij