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esimae

01/27/11 8:59 AM

#113420 RE: ghmm #113419

NVS/MNTA call

Q&A: 40% market share.

Sales are at $56mm to $57mm per month so $170mm is it.

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dewophile

01/27/11 9:07 AM

#113423 RE: ghmm #113419

ok i caught the Q&A
1. generic lovenox has slightly greater than 40% market share
2. wouldn't comment on pricing for competitive reasons
3. said that if remain sole generic beyond midyear then their sandoz guidance improves mid-single digit growth to upper single digit growth

on this last point one can try and estimate enox sales based on the differential between mid to upper single digit growth based on sandoz annual sales/earning, relative contribution enox, relative differential in profits between sole generic and multiple over 6 months,..

it also tells me nvs is assuming sole generic through june in their guidance, for whatever that's worth (not sure if NVS tends to be conservative or aggressive with such guidance)