npat & valuation, page-5

caketin Funny what you pick up on when you go back and review things.

Just noticed on the RBS presentation at the bottom of slide 7 it refers to the report I found, so ACL are aware of it(as you think they well should be).

"
Fondaparinux commercialization

Partnered worldwide with Dr Reddy?s
Manufactured in India under license

Alchemia receives share of N. American operating profits
60% share of profit if only generic on market
Minimum profit share 50% if another generic launched
Alchemia to receive royalty on sales outside N. America

First generics typically gain market share rapidly after launch
30-60% market share*
Modest price discount to brand, generally ~20%*

*Source: Federal Trades Commission report on Authorized Generics, 2009"



http://www.alchemia.com.au/IRM/Company/ShowPage.aspx/PDFs/1702-16822205/PresentationtoRBSMorgans


http://www.ftc.gov/os/2009/06/P062105authorizedgenericsreport.pdf