Biotech Values

[DewDiligence]

On Teva’s Morgan Stanley webcast on 9/14/10, Bill Marth once again omitted any statement about FDA inspection of Teva’s Lovenox facilities, which leads to the inference that the facilities have not yet been inspected and the derivative inference that FDA approval might not be close. (Nor was anything said about FDA inspection during Teva’s 2Q10 CC on 7/27/10, which took place four days after MNTA received FDA approval.)