Replies to post #137877 on Biotech Values

[DewDiligence]

Inasmuch as PFE makes most of the profit on WPI’s AG, one could say that PFE has retained a 58% share.

[Tamhas]

Could someone who understands these things better than I explain why, if there are two competitive suppliers, the price is still elevated and what is going to happen Mayish that will change that?

[DewDiligence]

PFE is outperforming the market today to an unusual degree. The only news I’m aware of is that Ranbaxy reported it has taken over the top spot in the US generic-Lipitor market, while PFE’s branded product held the second spot, and WPI’s AG has slipped to a distant third. All this hardly matters, however, insofar as Lipitor’s Hatch-Waxman six-month exclusivity period expires in a few weeks.

[DewDiligence]

Those %'s are now badly out of date :- )