Biotech Values

[DewDiligence]

>MNTA – How can TEVA and Amphastar demonstrate that they will not be subject to the same [contamination] risk?<

I’ve long wondered whether Teva had some secret technology for characterizing a compound to rival what MNTA can do. After all, Teva does have some very bright people at its disposal.

On the other hand, if Teva did have such a capability, the contaminated-heparin case would have been a great time for them to volunteer to help solve a serious global problem and win valued brownie points with the regulatory agencies. Hence, I’m now more inclined than ever to think that Teva does not have such a capability.

Amphastar is not even worthy of being discussed, IMO.