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rajaram46

11/03/11 10:58 AM

#130165 RE: DewDiligence #130163

As zipjet just mentioned, does that mean now NVS/MNTA will try to compete more heavily in the hospital segment?

You would think they would be smart enough to not reduce prices. If so, earnings will be hurt.
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orangeone

11/03/11 6:11 PM

#130205 RE: DewDiligence #130163

Spek may not be posturing, but it doesn't necessarily mean there is going to be a price war either. I personally would favor a bit of gentle competition as it may be in both SNY and Sandoz's long term interest to avoid this situation getting an anti-competition rap. Particularly if Sandoz manages to keep T and the big A out using patents. Of course it's irritating when the short term loss comes from Sandoz/M's share and other generics come back in before we recoup...