and maybe it would interesting to look back to see if the Sandoz-MNTA contract distinguishes the two cases?
I am unclear why the distinction of who is selling the AG matters? To the best of my knowledge the MNTA-Sandoz contract has no regard to who is selling it.
I too have been reflecting on what the market consisting of Sandoz, SNY AG, and branded Lovenox for what ever period of time before an Amphastar product is able to compete (for whatever reason). It seems unlikely that the price would change very dramatically (an FTC report about this scenario - although they didn't study an injectable drugs - ssaw average price declines of 4.2-6.5% in this situation). But I wonder if SNY would cease promoting the branded Lovenox altogether? If they did that, could they make the same amount of money or more from a similar duopoly (branded+AG vs Sandoz) with slightly lower prices?
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