Replies to post #109993 on Biotech Values

[DewDiligence]

…the absent spectator to this whole affair is the TEVA shareholder.

The more consequential spectators, IMO, are MNTA’s prospective partners for FoB’s, M118, and M402.

[oldberkeley]

The loss of the lawsuit may prove to be a bit troublesome.

It's the "bit troublesome" part of my post that I was stressing.

I'm going to disagree with you and Dew on this. If the suit is dismissed, or worse still pursued and lost, I'm afraid that the admittedly ill-informed media will trumpet it as a grand victory for Teva.

And I can see the headlines in the Jerusalem Post and Globes: "Teva Vindicated, Momenta Crushed."

All in all, very interesting, we shall see.

[10nisman]

And as I mentioned, the absent spectator to this whole affair is the TEVA shareholder. When TEVA's generic doesn't get approved and the stock continues to tank, TEVA shareholder lawyers might want to take more than a cursory look backwards at MNTA's complaint.

tLovenox (if approved) would not be material to Teva's results and thus Teva shareholder lawyers have no ground to stand-on.

IMO, the weakness in Teva's share price has nothing to do with the Sandoz/MNTA lawsuit (tLovenox) but more to do with horrible chart action driven by worries about Copaxone or some material matters (internal or pipeline) not yet disclosed.

10nis