Replies to post #107490 on Biotech Values

[genisi]

Just got an indirect (from an analyst who met Teva's CFO) reply. Before asking me more questions please bear in mind these facts:
I wasn't present, I'm translating from Hebrew and I'm going away in two days and need to organize my surroundings and pack :)

He knows about the "rumors".
Teva normally do not discuss its API suppliers or product sources.
About 40% of this generic product comes from out source.
He knows ItalFarmaco and its drug marketed in India by Lupin.
Teva's generic is different from Lupin's.

I have emailed two analysts and this is the reply from the 1st one. I'll try to post the other if I get it before I leave.