One thing that bothers me slightly is the price difference for lovenox between the U.S. and the EU. I didn't realize it was drastically cheaper in Europe. So if a drug importation bill were to pass, that could be a significant negative for MNTA, as I assume Sanofi still has the capacity to produce for both markets (but that might not be correct). I am not saying that is a high odds or imminent event, but it got a little additional play during the debt ceiling debate.
Not sure how that scenario would affect MNTA's payment from Sandoz. I figure it wouldn't be a generic, but a branded priced like one. As such, they'd still get sole generic income, but that would be from lower sales through price/market share erosion to the imported branded lovenox.
Regards, Rockrat
Market Data 
Markets 
AI
