Replies to post #106579 on Biotech Values

[jbog]

akasidney,

I don't understand why you would think it is important who the producer is? Obviously Teva has faith that their subcontractor is up to the task.

I would increase the odds of approval if they were in concert with someone of the level of the Weizmann Institute, which they have worked with in the past. (copaxone)

[DewDiligence]

…this vanishingly small thread about the fact/question of who is providing/provided the science behind the TEVA [Lovenox] ANDA is possibly the most important question for MNTA valuation post FDA approval.

Agreed.

The problem has been how to value the overhang on the MNTA income stream given the possible/pending approval of the TEVA application, and how to evaluate their ability to meet FDA characterization requirements.

Agreed.

I'm very surprised at the way it's been addressed by those that apparently know the answer to the question but for reasons unknown cannot or choose not to divulge the information.

Please see my reply to dfrai in #msg-55728950. Regards, Dew