Replies to post #107785 on Biotech Values

[HattieTheWitch]

What exactly does it mean to “outsource about 40%” of generic Lovenox?

It means that 40% of the "ingredients" are from an outside source! ;-)

Genisi, thanks for your post. More and more tidbits and datapoints...

[dewophile]

i have to assume the 40% refers to finished product (i.e the LMW variety) and not bulk heparin which as you point out is outsourced virtually 100% by all heparin companies

it is feasible i guess to have 2 facilities in which you then process the bulk - one outsourced and the other in house (i guess as a backup or if you are expecting huge demand??), but does this make sense for a product like lovenox. we know for biologics switching facilities is such a headache - every litte change in condition affects finished product. the same is true for lovenox, so why would teva have to get 2 facilities with that many more lots up to speed and show equivalence?
perhaps genisi can clarify
and btw genisi thanks (and i appreciate the transparency in your divulging the source)

[genisi]

I think the bottom line is - Teva's generic is different from Lupin's.