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genisi

02/05/11 1:05 PM

#114162 RE: exwannabe #114148

This part:

He knows about the "rumors".
Teva normally do not discuss its API suppliers or product sources.
About 40% of this generic product comes from out source.
He knows ItalFarmaco and its drug marketed in India by Lupin.
Teva's generic is different from Lupin's.

Is my translation of what the analyst emailed me. "He" is (the analyst referring to) the CFO, in both places it is mentioned. If you want my understanding about the 2nd line, it is a general sentence explaining the fact that the partner of tL is unknown. The poor translation is mine but no insult is taken.