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Re: genisi post# 80

Friday, 08/03/2007 9:31:49 AM

Friday, August 03, 2007 9:31:49 AM

Post# of 4054
>Can do also heparins (in opposed to what MNTA thinks).<

I wonder if Teva was able to exploit this technology in its pending application with the FDA for generic Lovenox. We know that the ANDA was filed in 2003, but perhaps Teva submitted an update at some point during the past four years.

>They know MNTA but do not see them as competitors due to the differences between their business models.<

Can you elaborate on this?

>Up to date, they have 3 big customers. The one their future depends upon is Teva.<

Have the other two been disclosed?

>They have an agreement with Teva to develop 2 biogeneric drugs that have annual sales of $xB and will go off patent in about 3 years (that's a nice quiz).<

I’ll get back to you with my guesses smile Regards, Dew

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