Replies to post #104334 on Biotech Values

[DewDiligence]

Re: Teva’s IP with respect to Lovenox

Looked at Barr. Looked at CoGenesys. Looked at Ivax.

CoGenesys, to my knowledge, consisted of nothing but the IP for albumin fusion proteins, so you need not consider them any further.

I suggest trying Sicor (a company Teva bought in 2003), although I doubt it will turn up anything of consequence.

[genisi]

In the oligosaccharide characterization territory I don't think Teva has experts like Ganesh Venkataraman and Ram Sasisekharan nor some "hidden magical" IP. I believe what Teva has done and can do is use all known techniques and tools to conducts the analysis. The one thing Roy, Jim and myself once thought could make a difference was when Teva has signed an agreement with Procognia under which Teva gained access to Procognia's proprietary glycoanalysis technology, but after digging there I've posted this isn't a possibility.