Replies to post #108939 on Biotech Values

[zipjet]

NVS/MNTA has a tacit agreement with SNY to split the US Lovenox market 50/50. Thus, NVS/MNTA will not attempt to raise their market share significantly higher than 50% even though they could easily do so if they wanted to.

A prosecuting litigator would love those admissions from a party in the anti-trust case.

What is REALLY happening is that:

"Well-understood duopoly competition characteristics are resulting in a predictable market shares to the competitors."

:-)

ij