Here is my detailed calcs:Total US market for Lovenox $2,700,000,000.00 25% Discount to Branded Product) 75.00% $2,025,000,000.00 9.75 Weeks (9.75week / 52 week) 18.75% $379,687,500.00 30% Market Share (script data) 30.00% $113,906,250.00 See Link: http://investorshub.advfn.com/boards/read_msg.aspx?message_id=5524961680% Margin (Typ. for generic) 80.00% $91,125,000.00 MNTA Portion (MNTA/NVS 50/50) 50.00% $45,562,500.00 Milestone Payment (For FDA approval) $5,000,000.00 Quarterly Cashburn (MNTA Data) $(20,000,000.00)Profit $30,562,500.00 Oustanding Shares 50,000,000 EPS $0.61Comments???
50% of profit will need to reimburse NVS for prior cost.
Was already included!MNTA Portion (MNTA/NVS 50/50) 50.00% $45,562,500.00
you are factoring 100% substitution. Need to revise for Market Share.* Also the upside is that there will be no competition for quite some time. Market share should be good not sure of an AG is currently available.
I just saw your market share statement. Your numbers look good!Good Luck.