fondaparinux update, page-68

Neo,

I understand what you are saying but the manufacturing cost for fonda is huge. It is the biggest cost for sure. But it's all speculation at the moment.

It's also interesting that you state that a 100% yield increase will equate to nowhere near 100% profits, and yet in your speadsheet the net profit goes from $1.5m to $2.9m (which is pretty close to 100%).

The great news is that the margins for gsk will be very slim indead. It must be close to the time for them to pull the plug on Apotex so as to bring the price of Arixtra and fonda up.