Biotech Values

[mcbio]

Thanks, that's helpful. So Teva responded to the same question that MNTA/Sandoz did but that doesn't necessarily equate to the FDA viewing both generics as equal.

Regarding Sanofi's potential "authorized" generic, is the belief that they likely won't introduce one due to the fact that any introduction by them essentially cannibalizes sales of Lovenox? I.e., why would someone use Lovenox if the same company that makes it has its own generic? Rather, by not issuing their own "authorized" generic perhaps they hope there will be those who question if the generics truly are equal to Lovenox. Is that the rationale?

Although it would be nice to have the only generic, as long as MNTA at least gets approval in 2009 we should be looking at a much higher price, which makes me like the risk/reward.