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Re: jbog post# 105363

Thursday, 09/30/2010 12:43:21 PM

Thursday, September 30, 2010 12:43:21 PM

Post# of 257267

Obtaining Generic Lovenox has more to do with Teva's pride rather than its profits.



I don't agree. In the case where both get approved, we've been estimating that MNTA still clears $40m/yr based on a 10% profit share. Teva of course gets 100% of its profits, so we are talking potential profits to them of $350m/yr for a long time (not just the normal 6 months of exclusivity). That's about a 15% bump in their EPS.

Peter

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