Replies to post #108036 on Biotech Values

[exwannabe]

Re: MNTA/TEVA mLov.

I absolutely hope you are right given that MNTA now represents ~23% of my biofolio due to an additional purchase this week, but is it possible that by saying that "what you really have to do is understand what is the other stuff or junk that is within your protein or sugar" that infers they may have done some additional work to understand the "other stuff or junk." I.e., I'm focusing on the "what you really have to do is understand" part and taking that as Teva could realize that additional work must be done to characterize Lovenox above and beyond the active sequence. Entirely hope I'm misthinking this through. ; )

Let me take a stab at DDs argument.

BM says "you have to understand it", then goes to immuno data. This kind of looks like he saying that you have to be certain that the "junk" does not cause a reaction.

Saying "We understand the junk, and can show it does not cause an immune reaction" is a far cry from "We understand the junk, and can reproduce it.