Biotech Values

[ThomasS]

MNTA: Case 1 – MNTA/Sandoz obtains approval for generic Lovenox and neither Teva nor Amphastar obtain approval: $57 ($2.1B MC). I would have an even higher valuation for this case were it not for the possibility of SNY’s launching a Lovenox “authorized” generic.

Craig Wheeler mentioned today that he wouldn't expect SNY to launch a generic, due to economics, unless there were several competitors on the market with generics...or something like that...