Replies to post #121246 on Biotech Values

[investorgold2002]

IN q1 Sandoz sales was 247m - MNTA revenue - 78.5m
In Q2 per yr estimate it is 301m - MNTA est revenue - 95.6m?

[dink00]

Intuitively, when there are just two competitors in a market anything other than 50% market share (in terms of revenue) for either of them cannot be an equilibrium, assuming no supply constraints for either of them. I think that's what game theory says but I am no expert.