Replies to post #108099 on Biotech Values

[DewDiligence]

…you keep dodging my point, which is that I think FDA would have told Teva they were way off on the basic average molecular weight metric long ago, and that Teva would have done something different in response.

Your point has been addressed in prior posts on this board—e.g. in #msg-55885116. Teva might not consider development of a new attempt at Lovenox to be a productive use of its capital. Talk, on the other hand, costs next to nothing.

I'm sure HSP's and Amphastar's products are also dissimilar [to branded Lovenox], but not necessarily wrt something as obvious as a big disparity in average molecular weight.

I wouldn’t be so sure of that.