Replies to post #113413 on Biotech Values

[ghmm]

Hope you and dewo are right. The NVS call should start soon... if I hear any mention and no one beats me to a post, I'll post something.

[dewophile]

fwiw SNY stated in their last quarterly that pharmacy holding up better than retail, but they also estimated a 208M euro shortfall in lovenox sales due to entry of generic. some of that is due to discounting of branded, but a quick back of the enfvelope calculation has 180M euro (243 dollars) of that due to competition's sales and 28 euro due to discounting (at 10% discounted price of branded). SNY's next call can shed some light as well on the situation