Biotech Values

[jbog]

Polly,

why wouldn't TEVA have said it publicly

Teva has around 220 ANDA applications waiting for approval. If they were to field questions on each application their press conferences would continue and never end.

Obtaining Generic Lovenox has more to do with Teva's pride rather than its profits. Momentum one-upped them and that's what started everything.

From here out, I'm valuing Momenta as if they are in the normal "Exclusivity" period just like any normal generic. Of course the longer it lasts the better.

Good Luck