Replies to post #79502 on Biotech Values

[DewDiligence]

MNTA: I'm hoping we get a response from the FDA soon. Not sure how long Teva will take to catch up, if they even can.

If Teva and Amphastar are merely matching the molecular weight and FIIa/FXa activity of branded Lovenox, as SNY alleges in its Citizen Petition, then these companies’ ANDA’s presumably won’t be approved.

From listening to the Goldman presentation, I think Craig Wheeler said they believe they still have a significant lead over their competition with their technology, know-how and trade secrets.

Wheeler did say something like this but he did not use the word still, which would have suggested that the other companies were catching up. To the contrary, Wheeler probably thinks MNTA is widening the technology gap relative to the competition with each passing day.