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Re: DewDiligence post# 114145

Saturday, 02/05/2011 11:44:49 PM

Saturday, February 05, 2011 11:44:49 PM

Post# of 252528

Did you read the contemporaneous reply? As noted there, the original post was nonsensical in stating that “about 40% of this generic product comes from out source.”




I read your reply. The topic discussed today was whether T-Enox was in fact Lupenox when you linked to genisi's previous post. What should of caught your attention in her post, and what's most worthy of comment, is the CFO telling the analyst "Teva's generic is different from Lupin's."

The ItalFarmco partnership (credit your source) is now materially irrelevant being Teva publicly admitted to having a development partner. The "40% out source", however awkward in wording, speaks directly to this partnership, and not the makeup of T-Enox which was the topic at hand. Your reply to genisi appears to undermine her credibility when all she's doing is passing on valuable material information from an outside source.

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