Biotech Values

[mcbio]

Re: MNTA patent estate

Quote:
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There is speculation that MNTA’s growing heparin characterization patent estate may enjoin Teva from commercializing a generic enox despite FDA approval.
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I like that part.

In fact, I suggested it (on this board) before anyone else that I know of.



The problem of proof will be difficult, as will applicability of the patents.

This is another angle that tells me, in the event of worst-case scenario for us MNTA longs of a Teva approval, any material sell-off in MNTA could possibly be a nice buying opportunity. Aside from the possibility of a generic Copaxone, which itself is a huge opportunity (and where Teva won't presumably be a competitor), you have the growing patent estate for MNTA, which may very well help provide another barrier against Teva's generic Lovenox.