Replies to post #105171 on Biotech Values

[DewDiligence]

TEVA—Which implies [Louise Chen of Collins Stewart] hasn't heard of that being asked and answered, either.

The question has not been asked on any public webcast. (I’ve listened to all of them.)

Most sell-side analysts have a pretty good feel for the kinds of questions that would be unwelcome in a public forum, and they tend not to ask them.

[floblu14]

From David Risinger, TEVA analyst at Morgan Stanley -

Thanks very much for your questions...I'm not sure if they will answer them but I will try to ask when I speak with them in a few weeks.

[RockRat]

Ms. Chen wasted no time:

"I can confirm that both facilities have been inspected. Momenta supporters must be getting nervous. --from Teva"

Not sure what to read into this. Apparently, they didn't say they had passed. Nor did they say they had failed. But I assume the former. So, would the FDA bother to inspect facilities meant for the manufacture of drug they did not expect to approve in a few months? I doubt it, they don't have the budget or personnel for such frivolity. I think we have to figure tEnoxaparin gets approved by 1H11.

To Dew and rkrw: so there!

Regards, Rockrat