Replies to post #123081 on Biotech Values

[DewDiligence]

Still no legit concerns about SNY launching an authorized generic?

No concerns because the split of the US Lovenox market in terms of dollar sales is close to a textbook 50/50 duopoly, and hence SNY has no incentive to rock the boat.

As noted in #msg-64946212, the incessant commentary on MNTA’s CC’s about NVS’ alleged supply constraints is tantamount to (barely) legal price collusion.