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Replies to #68446 on Biotech Values
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DewDiligence

11/12/08 12:29 PM

#68458 RE: jshaffer85 #68446

>MNTA – did you get the impression from the DB analyst that the perception on the street now is that since Teva (and presumably Amphastar as well) have submitted immunogenicity data (based on last year's request) that their applications must also be close to approval?<

No—I did not infer that from anything on the webcast. To the contrary, I drew the opposite inference with respect to Amphastar based on Wheeler’s comments mentioned in my prior post. Teva remains more of a concern—it typically plays its cards close to the vest and has greater technical resources to draw on than Amphastar does. Regards, Dew

p.s. The fact that all three applicants got a request for immunogenicity data is very old news.