Replies to post #105961 on Biotech Values

[DewDiligence]

How likely do you think it is that Teva would outsource manufacturing of t-enox?

It’s likely, IMO, and the outsourcing might not be just for the manufacturing.

p.s. Would you have asked about the origin of Watson’s enoxaparin if you hadn’t already known the answer?

p.p.s. Would you have asked about the origin of Mylan’s glatiramer acetate if you hadn’t already known the answer?

[biomaven0]

I could well see Teva electing to keep its processing and characterization technology as a trade secret. Any patents in this area would be very hard to enforce anyhow (as Momenta is likely to find even if Teva was in fact infringing).

So I really don't see the absence of patents or publications as much evidence of absence of capability here.

Peter

[genisi]

The new info I have on Procognia/Teva relations has nothing to do with Lovenox. It's a long story but bottom line hasn't changed and Procognia shifted to cancer diagnostics since.