Replies to post #105841 on Biotech Values

[DFRAI]

Cannacord report-while we knew most of it,
its nice to hear analysts become more confident and state the obvious
1 MNTA patent estate on characterization vs none for TEVA
2 NO HIT issues for generic

The continued weakness and churning of shares, and almost 5-6 million shorts is exasperating.

[zipjet]

There is speculation that MNTA’s growing heparin characterization patent estate may enjoin Teva from commercializing a generic enox despite FDA approval.

I like that part.

In fact, I suggested it (on this board) before anyone else that I know of.

:-)

The problem of proof will be difficult, as will applicability of the patents.

ij

[pollyvonwog]

Teva previouslyindicated its generic enox would be approved imminently, but now guides to approval around the end of the year, similar to our estimate.

I wouldn't be surprised if TEVA continues to use this tactic of saying approval is right around the corner. Then when the corner comes, it announces a new corner.