Biotech Values

[InTheTrenches]

Teva's capacity to fully characterize.

Teva's problem is more than just the ability to fully characterize the components of Lovenox. They would also need to identically manufacture. This must also be part of MNTA's proprietary toolset: the ability to reverse engineer Lovenox.

How far ahead of their competitors is MNTA in the ability to characterize and reverse engineer? 2 years? 5 years?

Seems like they are far enough ahead that MNTA would be a good takeover target in the generic space.

Probably won't happen before the lawsuits (Lovenox and Copaxone) are settled, but it seems likely if these are settled in favor of MNTA in the next few years and MNTA is still ahead of the competition in characterization/reverse engineering.