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DewDiligence

11/03/11 2:37 PM

#130187 RE: rjmcanoe #130186

That’s a message-board conspiracy theory, IMO. NVS most definitely did not want SNY to launch an AG and thereby compete in the retail segment for the first time. The gain to NVS from paying MNTA a royalty rather than a profit share for a small portion of the year is not a sufficient inducement for NVS to intentionally trigger an increase in competition.

Let’s bear in mind that Amphastar’s lawyer told the Judge on 10/7/11 that Amphastar had started selling product. Whether Amphastar actually sold any product is not the issue here; rather, the issue is that SNY believed Amphastar had already launched.