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DewDiligence

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DewDiligence

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Re: floblu14 post# 99526

Friday, 07/23/2010 6:23:45 PM

Friday, July 23, 2010 6:23:45 PM

Post# of 251721
Just to be clear: The Copaxone knock-off Natco sells in India that MYL licensed is not chemically identical to branded Copaxone or even especially close, IMO. Nevertheless, in emerging markets such as India, these kinds of branded generics can be big-selling drugs; that's why certain Big Pharma (e.g. ABT— see #msg-50436738, #msg-50022514, #msg-50438863, #msg-50473238) recently shelled out significant money to participate in the branded-generics arena.

As a MNTA investor, I’m only slightly more concerned about MYL’s Copaxone ANDA than I was about Amphastar’s Lovenox ANDA, which means not very.

By the way, has anyone heard from Amphastar today? :- )

“The efficient-market hypothesis may be
the foremost piece of B.S. ever promulgated
in any area of human knowledge!”

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