Replies to post #99817 on Biotech Values

[Bio_pete]

MNTA- "It seems to me that by selling Lovenox MNTA can prove safety by examining actual outcomes of patients. "

Do you want to be the guinea pig? I don't doubt the safety, but SNY's filing would scare you a little.

[DewDiligence]

It seems to me that by selling Lovenox, MNTA can prove safety by examining actual outcomes of patients.

Apart from the possibility of a newly introduced manufacturing impurity—a risk that applies to branded Lovenox as much as the generic—nothing in NVS/MNTA’s generic could cause a safety problem. The reason is that the variation between an arbitrary lot of NVS/MNTA’s generic and an arbitrary lot of SNY’s branded Lovenox is as small as the variation between two arbitrary lots of branded Lovenox.