Replies to post #113420 on Biotech Values

[alertmeipp]

the #s I have been seeing is 60-70... so it's pretty close.

[ghmm]

So they have a podcast then a different webcast?

[dewophile]

Q&A: 40% market share.

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

this doesn't add up - if a 40% market share translates to 170M per quarter, then it means the entire US lovenox market is worth 1.7B, down from around 2.8B. that implies no growth and 40% price discount. it doesn't make sense even if you figure SNY is not discounting significanty (bringing total US market up some), or if the 40% is a volume metric and they are selling more of the lower unit syringes. NVS said it, but i don't get it