Biotech Values

[exwannabe]

Y3, SA will NOT drop pricing to keep TEVA out, it would cost them far more than a TEVA approval would.

TEVA has no more significant entry barriers (if one is to believe them), so the only way to price them out would be to drop the price so low the generic margins go to near 0. This would be drastic.

One might be able to construct models where the concept works as long as the potential competition still has a large entry barrier cost ahead of them. In this business though that seams VERY unlikely as a large dollar cost almost always correlates with time and uncertainty.

And if for some reason SA was to cut of their own nose, that would also take MNTA revenue to about 0.