Replies to post #130127 on Biotech Values

[DewDiligence]

SNY’s 3Q11 CC slides:

http://en.sanofi.com/Images/29028_20111103_Q3_2011_Results_Pres.pdf

[Rocky3]

Since NVS reported $259M in 3Q11 sales of generic Lovenox, we now know that NVS had a 59% market share during 3Q11.

And we get more facts that led up to the decision to sell an AG.

The market was turning to the generic more and more. Sounds like a rational decision to me. And shows the risks to MNTA's model, which management emphasized significantly at the annual meeting (and was dismissed by some here).

[iwfal]

MNTA -

Since NVS reported $259M in 3Q11 sales of generic Lovenox, we now know that NVS had a 59% market share during 3Q11.

Might that be part of the reason for the AG? ? Even with higher GM mL is making meaningfully more cash than branded after COGS is removed.

[jbog]

Do you think the terrible lovenox sales (combined) are because of a inventory issue or are the orals making that big of splash?

[jq1234]

Did Sun have to SNY damage for Eloxatin generic launch?

[acgood]

It's frustrating that SNY does not provide the US dollar conversions like other European pharma's do. Can you share a source for the average Euro-Dollar exchange rate in a given quarter?