Replies to post #107944 on Biotech Values

[DewDiligence]

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

Because of the threat to Copaxone in the US market, which accounts for 25-30% of Teva’s overall corporate profits.

[turtlepower]

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

Perhaps the street is trying to find out somewhat indirectly whether MNTA has the capability to copy copaxone. If Teva can duplicate lovenox then what MNTA did wasn't special and perhaps copaxone is indeed difficult to copy. But if Teva can't duplicate lovenox then MNTA has capabilities that even a behemoth like TEVA doesn't have which would lead to the conclusion that perhaps MNTA can copy copaxone as well.

Or these same analysts cover MNTA and they are just trying to find out where the competition is.