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Re: DewDiligence post# 85759

Sunday, 08/21/2011 6:20:52 PM

Sunday, August 21, 2011 6:20:52 PM

Post# of 252302
The above scenario raises the possibility of an asymmetric outcome that would be highly bullish for MNTA: NVS/MNTA’s ANDA is approved as a full-fledged substitutable generic while Teva’s ANDA is approved as a non-substitutable “branded” generic. Under this scenario, I’m pretty sure the contractual terms of the NVS-MNTA partnership would treat Teva’s product as not being a second generic Lovenox, and hence MNTA would enjoy the favorable economic terms of the single-generic case.

Have you ever been able to find out if the contractual terms in the nvs mnta partnership discusses whether a competitor receiving approval as a non substitutable generic would leave mnta's economic terms as they currently are.

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