Replies to post #107789 on Biotech Values

[genisi]

What else about Teva’s Lovenox is different from Lupenox? My source says nothing.

Sorry, I have no further information at the moment beyond what the CFO said.

[zipjet]

Yes, Teva’s Lovenox has a different name—it’s not called Lupenox—and it has different packaging. What else about Teva’s Lovenox is different from Lupenox? My source says nothing.

One of the things I learned by taking depositions is that unless you can ask a series of questions and make sure you understand what a deponent means by the words they say, you will not necessarily get the facts.

DD's statements and question, illustrate that point.

The chance of getting this right is more remote given the chain of people transmitting the info and the sources obvious motive to obscure the truth.

tM has not been approved. MNTA achieved a high level of accuracy and FDA set that as the standard. MNTA has fenced the area with patents.

Can Teva make the hurdle and skirt the IP fence?

:-)

Several have expressed the belief that Teva cannot make the hurdle for some years, others that Teva may never do it, or even that Teva may give up.

Now that we have a better sense of the economics of mL, it offers a more focused read on the incentive for Teva to make the hurdle. Call it a contribution margin of $150M USD annually. For that, they have to get the product through FDA and face any patent infringement risk.

ij