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Replies to #79345 on Biotech Values
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tinkershaw

06/10/09 1:32 PM

#79353 RE: genisi #79345

I guess I'll have to listen to the presentation. All the comments on this board make it sound quite positive, with the exception of lack of insight as to when the lovenox decision might come out of the FDA. But the collateral information that went along with it was otherwise positive.

Cannot think of anything else, people selling off shares based upon this presentation? Don't know if anyone came up on any news in regard.

Tinker
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DewDiligence

06/10/09 2:56 PM

#79355 RE: genisi #79345

MNTA strongly agrees with SNY’s Citizen Petition insofar as it demands that a generic Lovenox replicate all of the heparin chains in branded Lovenox rather than merely matching the molecular weight and FIIa/FXa activity of the branded drug.

Thus, SNY’s CP plays to MNTA’s competitive advantage relative to Teva and Amphastar, the other ANDA filers; if the FDA concurs with SNY’s CP, it increases the likelihood that the FDA will approve only the generic from NVS/MNTA rather than approving multiple generics.