There seems to be a reluctance (or unwillingness) to speculate or state who the third party is. Is that the case, and if so, may I ask why?
That’s the way it has to be—at least for now. The information may come out eventually through another channel.
In any event, what’s most consequential for MNTA investors is that we have yet another data point suggesting that Teva is not on the verge of getting FDA approval for Lovenox—and it might never be.
This may be a good time to recap just how many inferences we already have on this matter. Here’s a partial list taken from the MNTA ReadMeFirst: