Replies to post #130402 on Biotech Values

[DewDiligence]

Given that, aggressive competition by an AG would be a big mistake.

When the dust settles (which may take a few quarters), I expect that SNY and NVS will each garner a 45-55% share of the hospital segment and a 45-55% share of the retail segment (#msg-68640498).

p.s. On today’s CC, MNTA corroborated Hanspeter Spek’s statement in #msg-68632910 re SNY’s motivation for the Lovenox AG launch.