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10/10/10 8:43 PM

#106087 RE: DewDiligence #106084

What if the development of Teva’s Lovenox (as well as the manufacturing) was done externally?

If true, buyers of MNTA would pay up significantly more per share.

>DD is known for receiving calls from little birdies!

Tweet Tweet... :-)
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10/10/10 10:48 PM

#106092 RE: DewDiligence #106084

What if the development of Teva’s Lovenox (as well as the manufacturing) was done externally?

If true, buyers of MNTA would pay up significantly more per share.

>DD is known for receiving calls from little birdies!

Tweet Tweet... :-)
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HattieTheWitch

10/10/10 11:40 PM

#106097 RE: DewDiligence #106084

(my post)

As much as I've come to distrust TEVA, I don't understand the significance of where the production is done - TEVA's facilities or someone else's.



(Dew's answer)

What if the development of Teva’s Lovenox (as well as the manufacturing) was done externally? That’s the question I’m addressing in this thread.



I started off by typing my guesses, and then figured it would be like me speculating on the best way to do brain surgery, and thought "Why waste the bandwidth!"

So, to answer your questions, I have no clue, because I have virtually no experience in biotech. You have me VERY interested though, and I look forward to the time when you can/you feel you are able to explain the significance of such an arrangement as it applies to MNTA's & TEVA's circumstances.
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pollyvonwog

10/18/10 3:45 PM

#106504 RE: DewDiligence #106084

MNTA/TEVA FWIW: I sent an email to TEVA's IR last week asking if TEVA's generic had been developed in-house. Here was the response verbatim from TEVA's IR which I was pretty shocked he answered so frankly:

"It is well-known [I sure as heck didn't know this] that we have partnered with another company regarding the product. I am not sure I understand why that would be consequential."

In his follow up email he stated "We are very pleased with our partner for generic Lovenox."

I then asked who the partner was, but as expected he said that was confidential.

So there you have it straight from the horses mouth. TEVA's generic lovenox is indeed from a 3rd party.