Biotech Values

[HattieTheWitch]

MNTA and NVS believe that the only way Teva could get FDA approval for Lovenox is by stealing or infringing MNTA’s IP. Now that the patent-infringement lawsuit has been served on Teva, the kinds of assertions about Lovenox that we’ve come to expect from Bill Marth could conceivably be used against Teva in court. This has had the effect of gagging Marth’s urge to spout BS in presentations to investors.

(my italics)

One could also posit that Marth's low key answer to the Lovenox question was not because he feels there is bad news coming from the FDA, but rather because he has decided/has been told that further BS answers are detrimental to him and TEVA - so he's could be taking the safe route.

I am hesitant to read too much into his reply and/or the tone of it, though his stilted answer, with a number of "ums" certainly seems positive.

Other viewpoints appreciated.