Biotech Values

[exwannabe]

RE:

... the CFO telling the analyst "Teva's generic is different from Lupin's."

The email says no such thing, there is no attribution to the CFO at all of the "different" claim. It is the analyst making the claims.

There is not even an implication that the "is it Lupenox" question was even discussed with the CFO.

The only items claimed about the CFO are :

. The analyst met the CFO
. The CFO knows about the rumors
. The CFO knows about Lupenox

The rest of the email is the Analyst stating things w/o source.

As to the 40% claim, your explanation also makes no sense. 40% of what in this partnership? To me it reads much more like typical analyst BS attempting to snow readers with made up numbers. The reason why it matters is that it goes somewhat towards impeaching the analyst.

BTW, this has never been a question of genesi's veracity in posting this, only that of some unnamed analyst.

The original post, read it carefully and explain how the CFO said anything:

Just got an indirect (from an analyst who met Teva's CFO) reply. Before asking me more questions please bear in mind these facts:
I wasn't present, I'm translating from Hebrew and I'm going away in two days and need to organize my surroundings and pack :)

He knows about the "rumors".
Teva normally do not discuss its API suppliers or product sources.
About 40% of this generic product comes from out source.
He knows ItalFarmaco and its drug marketed in India by Lupin.
Teva's generic is different from Lupin's.