Biotech Values

[turtlepower]

I personally suspect that the Momenta product will actually have less batch-to-batch variation than Sanofi's product, simply because Momenta probably has a better characterization of the drug than does the originator. But the market doesn't know that, and given Lovenox is a "tricky" drug to use, I suspect a chunk of the market will be conservative about adoption of the generic.

Thats an intriguing assessment. Out of curiosity, did momenta characterize an arbitrary lovenox batch? If so how did they account for the possibility that the batch was on one end of the possible range of variation?