TSN 0.00% 1.0¢ the sustainable nutrition group ltd

authorised generics

  1. 105 Posts.
    Does anyone have any knowledge re how the Glaxo-Apotex AG deal for fonda may work? Do Glaxo manufature & 'sell' to Apotex? Do Apotex manufacture & market, & pay Glaxo a royalty of some type? Or what?

    I haven't personally seen any hard data (can't afford IMS or Bloomberg!), but the 'word' seems to be that, by volume, Arixtra sales are now less than 15% by volume of total US sales; and much much less than that in the higher value retail market. If roughly correct, for the overall market, DRL are around 25%, then Apotex must be about 60%.

    So, it escapes me what's in it for Glaxo to keep the AG arrangement with Apotex going?

 
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