Herper’s source (such as it is) is presumably Sanford Bernstein. Herper should have said that Teva’s being near to FDA approval is just an opinion, although this ought to be clear to anyone who follows MNTA.
This is what's been around in the last a few weeks, which kept the stock down - even though jbog had been trying hard to find other reasons. I even have people who are concerned about my MNTA position emailed me about rumor Teva's generic Lovenox is going to be approved in a month. I think MNTA's current stock price priced Teva's generic approval soon, which I doubt anyone knows for sure.
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