I don't believe MNTA has ever asserted, explicitly or implicitly, that they will be the sole Lovenox generic "for years to come." In fact, I've been impressed with the restraint they've shown in this regard. I do think that restraint is warranted, since MNTA does not know the specifics of (1) TEVA's mL application, (2) TEVA's progress with their characterization platform/technology, (3) TEVA's discussion with the FDA or (4) TEVA's ability to exploit corrupt public officials (okay, okay, i'm being cynical on the last one :)
That being said, MNTA has been unequivocal that their characterization platform provides a quantitative and qualitative edge over competitors, and that it will be hard for the competitors to "catch up" (i.e. characterize at the granular level that MNTA is able to achieve) in the near future.
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