Replies to post #124573 on Biotech Values

[DewDiligence]

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.

Are you referring to an authorized generic from SNY? Regardless of where the product is sourced, the economic consequences for MNTA under such an arrangement are set forth in #msg-46578876.

SNY has ruled out a Lovenox-AG launch while there is only one FDA-approved generic on the market, so I don’t think this is something MNTA investors need to be worried about.