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mouton29

05/06/11 12:44 PM

#3124 RE: jbog #3117

<<Now, rethink this as what would be beneficial to Sandoz, because they control manufacturing? Where would Sandoz make the most money?>>

I don't see that Sandoz makes more money by inducing a price war. if they induce an AG, it is more complicated, Dew analyzed the profit share/royalty issue in this post.

http://investorshub.advfn.com/boards/read_msg.aspx?message_id=46578876

It hardly seems that Sandoz would maximize their profit by in effect getting to pay a reduce royalty to Momenta at the expense of losing sales to the AG. To the extent that Sandoz outsells the AG, they continue to pay the profit share.