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Re: DewDiligence post# 114636

Saturday, 02/12/2011 6:37:04 PM

Saturday, February 12, 2011 6:37:04 PM

Post# of 257253
MNTA/TEVA: I agree 100% that a buyout is not in the cards.

OTOH, I still maintain that some cross-licensing deal on the 2 patent suits that accomplishes the same goal (maximizing joint overall profits) is not unreasonable.

Oversimplified:

"As long as no other generic is marketed MNTA/NVS get X% of tL revenue, and TEVA gets Y% of mC sales", along with some cash to make it work.

You have a ton of conditions to work through, but you can eventually get to a position that mimics an illegal price fixing deal.

Yes DD, I do know you think Commerce and/or Justice would through a hissey fit. I am less certain.

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