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Post# of 257580
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Re: DewDiligence post# 125420

Sunday, 08/21/2011 7:18:21 PM

Sunday, August 21, 2011 7:18:21 PM

Post# of 257580

Regardless of how the 2013 date for the Lovenox trial was arrived at, it’s very bullish for MNTA that this case is not perceived as being urgent by anybody.

I couldn't agree more. I think some posters are missing the big picture regarding tL. If Teva was bullish on tL's approval prospects, why would Bill Marth make a substantial shift in his commentary from very bullish (FDA approval soon, by year-end, etc.) to the current we have nothing to say. Considering Teva's most recent poor quarterly results, very back-ended 2011 forecast and significant weakness in the share price, BM had every reason to say something bullish about tL but he didn't. In addition, tL is not included in Teva's current forecast. Not something one would do who was bullish on receiving approval sometime soon.

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