Replies to post #101572 on Biotech Values

[DewDiligence]

MNTA/TEVA—A good fishing question for an analyst to ask Teva at the next opportunity: "Has the FDA inspected your enoxaparin manufacturing facilities?"

As of 7/27/10 (the date of Teva’s 2Q10 CC), we may presume that such inspections had not yet occurred. If they had, Teva’s Bill Marth would almost certainly have said so during the CC.

[DewDiligence]

On Teva’s Morgan Stanley webcast on 9/14/10, Bill Marth once again omitted any statement about FDA inspection of Teva’s Lovenox facilities, which leads to the inference that the facilities have not yet been inspected and the derivative inference that FDA approval might not be close. (Nor was anything said about FDA inspection during Teva’s 2Q10 CC on 7/27/10, which took place four days after MNTA received FDA approval.)