News Focus
News Focus
Post# of 257313
Next 10
Followers 49
Posts 5519
Boards Moderated 0
Alias Born 07/19/2006

Re: DewDiligence post# 107785

Tuesday, 11/02/2010 8:25:08 AM

Tuesday, November 02, 2010 8:25:08 AM

Post# of 257313
i have to assume the 40% refers to finished product (i.e the LMW variety) and not bulk heparin which as you point out is outsourced virtually 100% by all heparin companies

it is feasible i guess to have 2 facilities in which you then process the bulk - one outsourced and the other in house (i guess as a backup or if you are expecting huge demand??), but does this make sense for a product like lovenox. we know for biologics switching facilities is such a headache - every litte change in condition affects finished product. the same is true for lovenox, so why would teva have to get 2 facilities with that many more lots up to speed and show equivalence?
perhaps genisi can clarify
and btw genisi thanks (and i appreciate the transparency in your divulging the source)

Discover What Traders Are Watching

Explore small cap ideas before they hit the headlines.

Join Today