Biotech Values

[DewDiligence]

Maybe we should wager a dinner on the issue of t-enox being Lupenox. Since we are rather far apart geographically, we may have to settle for a pizza delivery or something.

I’d be happy to make the same bet I made with Peter: that Teva will not launch generic Lovenox in the US during the next three years.*

In the final analysis, I don’t especially care if Teva’s drug is or isn’t the exact same compound as Lupenox; my source says it is, but as long as Teva doesn’t launch a competing generic, I’m confident that MNTA will prove to be a very good investment.

*I don’t think Teva will launch generic Lovenox in the US ever, but Peter magnanimously shortened the duration of our bet from infinity to three years :- )