fondaparinux update, page-70

"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%)"

I was waiting on someone to bring that up ;) Remember my almost 100% increase in profit was my idea of a "dream result". Even though it's almost 50% less than what i'd once anticipated.

"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."

IMO If Apotex gets pulled its likely going to be when Reddys start taking on Europe and the emerging markets. That's when a "strategic alliance" could be formed. Reddys and GSK formed a strategic partnership in 2009, and Reddys market and develop products for GSK across emerging markets. Some GSK products are even made by Reddy's and supplied to GSK in lower margin markets...