Replies to post #107876 on Biotech Values

[oldberkeley]

You just hit the nail on the head, and it's what I've been trying to say by portraying TEVA as a not-very-nice giant.

They have no interest in playing fair or sharing, it's winner-take-all to the death.

Yanai was a finalist for the head of Mossad, the Israeli secret service. The Prime Minister at that time, Ariel Sharon, said something that in my mind sums up TEVA's philosophy: "Everything that`s grabbed will be in our hands. Everything we don`t grab will be in their hands."

[genisi]

Yanai is also a Graduate of the U.S. National War College (NDU), maybe he learned a thing or two there as well.

[jbog]

Dew,

As I've mentioned before I've been a Teva Holder for close to 20 years.

I have to admit that I've never followed their calls closely, but I never ever recall Teva being scrutinized about a pending application by the analysts as they are with lovenox.

While any lovenox sales for Teva would be somewhat meaningful, maybe amounting to the low single digits of 4%-6% the contribution to their bottom line would be a rounding off error.

Is the Street questioning Teva so relentlessly because they see their dominance being challenged, because of Copaxone or because of Momenta?

Secondly, why did Teva drop today if they had all the answers the street wanted?