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rwdm

11/03/10 1:43 PM

#107993 RE: DewDiligence #107990

What is the source of "Now that the NVS/MNTA and MYL cases have been merged"?
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MTB

11/03/10 2:56 PM

#108003 RE: DewDiligence #107990

Thanks, Dew for the clarification of Markman.

On the royalty figure, if the 10% figure would be multiplied by the total Lovenox sales booked by NVS -- which others have previously mentioned as effective annualized run rate of $292M(365/97) = $1.1B -- then chop 50% given the introduction of a competing generic with loss of market and decreases in price, MNTA would still be looking at royalties in the range of $50 million/year -- which would cover all expenses for the foreseeable future?

This (unlikely) outcome, while not attractive, doesn't sound like armadedon to me. Am I missing something here?