Replies to post #197574 on Biotech Values

[DewDiligence]

MNTA/TEVA—Just to be clear, the conjecture in #msg-118680136 about FoBs is entirely distinct from the Lovenox patent case. (Lovenox is regulated by the FDA as a small-molecule drug, not a biologic.)

If Amphastar could be kicked out of the market, could there be enough incentive to get back to duopoly?

Even without AMPH, there are three players in the US Lovenox market: SNY, NVS/MNTA, and TEVA. So, if AMPH were forced off the market, pricing could conceivably improve, but you wouldn’t have a duopoly.

p.s. Since AGN is currently AMPH’s US partner on generic Lovenox, I presume that AGN will have to divest its Lovenox interest to a third party for anticompetitive reasons before completing the sale of AGN’s generic-drug business to TEVA.