Replies to post #93745 on Biotech Values

[ThomasS]

MNTA: MNTA's version is likely to be substitutable for the branded product. Can't speak for TEVA's.

[MotionMan]

MNTA:
I can't see the price running up to $40 if Teva also gets approved. MNTA's 8-10% royalty split with Sandoz will probably give them only 40-50 million in revenues per year.
That being said, I do not understand how the FDA can approve Teva if they can't fully characterize the product. Especially after the heparin contamination fiasco.