Will be interesting to see what SNY does now and how it markets its AG...
Why does SNY have to market its AG? If it knows mL is the only other competitor on the market it makes zero sense to market the AG in any material way.
My logic tells me that if SNY is a rational actor( and there is nothing to make me believe it is not one) then it would not push the AG too hard nor price it at a great discount to the branded version.
Hence eventhough mnta pay off from sandoz has reverted to a royalty rate, unless there is a deep discount , the watermark will be reached in a quarter sales or so and the 45% profit will be back.
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