Replies to post #110032 on Biotech Values

[RockRat]

>>In this instance, the arithmetic is moot, IMO.<<

If Momenta succeeds with generic Copaxone the lost generic enoxaparin profits would loom much larger.

>> I see zero chance of a shareholder suit against Teva succeeding on the basis of dishonest comments about generic Lovenox by Teva’s executives.<<

Especially if Teva does not have to contend with generic Copxaone, you could be right. I assume the basis of your assessment is founded on the concept that Teva and its stock price will perform well enough that investors will have a hard time demonstrating harm. If not, what is the basis of your zero chance assessment?

Regards, RockRat

[Jonathan Robinson]

I am not sure lost "prospects" of 5 percent has the same zing as lost actual biz of 5 percent especially given the long timeframe and therefore low odds of approval. This is not actual biz being lost just an opportunity lost, which has a different standard, ESP since it could be grouped as part of potential new products bucket with all the other applications.

Jon