Share would be near 60% if the destocking effect is added. If we assume, that from Q1 to Q2 there was no growth in the lovenox market then the destocking was near 50 Mio. (effektive sales Q1: 557 Mio). The run rate for m-enox is then 1,3 B.
a perfect duopoly situation would enable both parties to generate equal profits from the product since margins for NVS/MNTA are a bit lower they can probably push sales to slightly >50%, as they did this quarter, without instigating a price war
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