Biotech Values

[RockRat]

I do not follow your logic here. If the situation were left on its own with no buyout, there would eventually be branded copaxone and one generic in different hands. If Teva bought MNTA and the FTC wanted to achieve the same situation as above, they would simply have Teva divest the generic. While it does not help Teva in the generic copaxone situation, they should still be able to keep m-enox and all the pipeline, and they might be interested in that, particularly if they can't get t-enox to work (while keeping their prey's share price a bit low by pretending they can still get t-enox to work).

What are the odds? Not high, and hopefullly not for as little as 21 bucks. At least, I'd be very disappointed in MNTA management if they accepted that low an offer. But I do not think it is as impossible as you do because of regulatory blockage.

I agree that if the FTC were to require Teva to divest the branded, nobody would buy it. But I do not understand why you don't think "the FTC would acquiesce to such a mild remedy" as divesting the generic. Why do you find the concept so unlikely, when it preserves the current competitive balance?

Regards, RockRat