Biotech Values

[dewophile]

jbog
teva supporters agree with you as the stock is up significantly. interestingly so is mnta. i think this can be reconciled by the fact many teva longs must not listen to mnta ccs, while mnta longs listen to every mnta cc. on the latest mnta cc wheeler addressed the very issue of not fully understanding the moa of copaxone. i alluded to it in post # 110950, where he went into some detail on how the moa of lovenox is also not fully understood yet they were able to get approval based on analytics (although lovenox is better understood mechanistically than copaxone, the active moiety is definitely not "fully described" by simple Xa/IIa activity assays)

i look forward to wheeler clearing this up at JPM conference in a couple weeks (just like he did in the last presentation)

actually imo very few drugs' MOA are "fully understood", not to mention as dew pointed out that unlike LV cop, mnta's application is NOT a formulation change (or any change for that matter)