Replies to post #100849 on Biotech Values

[pollyvonwog]

correct

[rkrw]

It doesn't work like that. Teva isn't getting approval as a non substitutable product without running clinical trials.

[Mpower]

In the event of a non-substitutable approval for TEVA, MNTA sole-generic royalty structure would remain in-tact.

Sanofi AG decision would depend on what Sanofi wants to do ... i suspect they would refrain from a AG in such a scenario.

Please refer to Dew's Readmefirst for more detailed discussion around the aforementioned scenario.