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Re: DewDiligence post# 17089

Tuesday, 01/20/2009 8:13:53 PM

Tuesday, January 20, 2009 8:13:53 PM

Post# of 19309
Dew,

You aren't making sense. Yes, Teva is expanding their production capability and the Lonza deal does exactly that, so we agree. So now that Teva has grealty expanded production capability, don't you think they might want to expand the number of proteins they can acutlly purify? GTCB has several candidates right now to utilize those expanded protein facilities. I am not saying it will happen, just that it still can happen. Your view makes sense only if Teva has determined that the Lonza deal only gives them enough capacity to make what they have on hand now, and aren't interested in other proteins they currently do not make.
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