Re: Boeing

For commercial jets they are very well placed. The 787 really does up the technology and I would expect it do be dominate in that class over the next 2 decades.

On short range equipment I suspect they will not fare well. There are already decent players outside the big 2, and as somebody has posted on the BTV board China is cloning some regionals (including the MD-88 which is previous version of the 717).

The big question though is military. At some point the absurd US spending on this needs to be cut.

Anyone think the market goes parabolic into the end of June (ie end of QE2), because asset managers are going to squeeze as much alpha into their performance as possible as long as there's easy money around - thereby, getting all their "easy money" or "easy gains" in the first half, while the second half is more "unknown"?

I do not believe QE2 ends. They might not call it such, but the FED is buying way to many treasuries to get out of the game.

There are many ways that Geithner can use his magic ATM.

Re: TEVA/MNTA dual settlement

IANAL, but...

I suggested this about 6 months ago and DD replied that he thought Justice (and maybe even Congress if need be) would throw a fit.

I am not that certain. For one, a Copaxone settlement on it's own is the type of deal the Courts have upheld. As a policy matter, I think this is wrong, but it is what it is. And this Congress is not going to act on this issue (last year might have been different).

The mL/tL suit on it's own would be much less significant (as there is another player in the market).

But does it make sense?

One argument for the mL/tL suit being settled is that it would avoid the possibility of having MNTA's patents being invalidated. So if TEVA really does not care about tL then they could take a modest payment to walk away.

The only reason for doing the deals together would be if both parties disagreed on price, but in ways that cancelled if you added them together.

Q on branded generics in emerging markets.

Is this really the same concept as it is here (or in the (EU, Japan, etc)?

I kind of have a suspicion that the driver for "branded" is that there is no real quality checks on the straight generics in these markets. So gaining the branded label is really more of a stamp of quality than any real product difference.

I am certain that many in Asia pay more for an Indian made generic than an unknown lower priced one (likely from China). Not a huge price difference by our standards, but real for some who live there.

SNY won't admit it but they had a shortage for all syringe doses especially the HD syringes because they were anticipating a TEVA entry that never came into fruition..

So all along TEVA has been secretly helping MNTA out by the BS "we will be approved next month" claims.

Is there any "stickyness" in this effect? Once the shortage is over will there be less of a gap between the product price/demand curves than there would have been w/o the shortage?

Might Sandoz need to raise prices a bit?

This was not an efficacy halt, and that is the whole problem.

The DSMB can request a halt when EITHER arm is doing bad for safety reasons. That is what happened.

The problem is that the efficacy data is now somewhat in question.

I do agree, this is not an FDA problem (unless one implies they need stronger controls on DSMBs).

"But there's not a hell of a lot you can do about it except to make yourself look unattractive" to a potential buyer.

Damn, I guess Bianco, Carter and the other biocrap CEO's are doing a great job after all.

So if something is a vaccine, in your sense of the word, but also can be used as a treatment, what is it?

Semi OT, but way to funny.

On the Y!MB for Radient (RPC) the number one board for 'also viewed by those who are here' was CTIC.

Could one build a 'bot that scans in all this and use it to auto-detect bio-crap?

MNTA/TEVA Re: Trial date

Even w/o the possibility of a PI there is still a reason why TEVA would want an earlier date if they were expecting approval tomorrow.

Namely the potential 2x damages. If TEVA was on the wrong side of this one, it could be a billion dollar legal game to let it slide.

Nothing that sinister; they’re simply opposed to government regulation on ideological grounds and don’t realize how screwed up things would be if the FDA got out of the efficacy business.

Disagree,

Somebody on the WSJ editorial board clearly has a personal issue with the FDA,

The WSJ came out and supported CTIC on PIX. They are off their rocker on this one.

EDIT : I do agree it is not sinister. Just retarded.

Re:

Re: SPPI odds on Fusilev label expansion

I will go with 25%.

L-leuocovorin almost certainly works as well as leuvovorin, but the FDA wants meat.

"Feuerstein is evidently calling RPC longs Radient Retards. Insofar as I think RPC is a scam, I’m inclined to agree."

So what is Adam calling CTIC longs?

Bianco's bitches?

Re: MNTA Kramer and all

Whats up?

Markham?

MNTA: "Curious why the heparin must come from China?"

I suspect the harvesting of the pig intestine material is the issue. Even using illegal workers I doubt you can even come close to matching the labor cost.

China has both cheap labor and plenty of pigs.

Re: Sleazbag bio's playing the Japan nuke scare

I am truly stunned we have not heard from HEB on this. Not only does Ampligen cure everything, but their Japan pals love it.

I guess they are just to busy ramping up production to issue a PR.

OT: Our media and the Fukushima reactor.

On one if the major US news networks (sorry, forget which) had an expert on to talk about this subject a few days ago.

When it was mentioned that one of the reactors had an explosion due to hydrogen, the "expert" questioned that. He thought it might have been helium, a byproduct of nuclear reactions. He even went as far as suggesting a translation error.

This wasn't some telephone interview (where the network might have been "punked"), they actually had their "expert" on camera.

OT: RMBS(TEVA)

Re: GNTA share history

MNTA: Re: