Biotech Values

[dewophile]

The key point being t-enox is different from what Lupenox was last time someone weighed it and published the results

again i gree with you that this is probably the case. nevertheless the recent disclosure of documents from italy does have me taking DD's source more seriously (personally i had discounted it for the reasons i posted previously). so does the fact italpharmco may very well be the manufacturer change one's perception of the odds of tL's approval (even if we assume tL is different than the version of lupenox cited in the MW study)? to me i think it does because why else would teva go to italpharmco if not for their expertise in heparin manufacturing (just like sandoz went to momenta). and if you asked me what are the odds of approval for a company like italpharmco i would say they are lower han for a company like teva (i.e if the overhang came from italpharmco and not teva i don't think it would have the same effect on investor sentiment, nor should it, based on reputation alone)