Replies to post #114251 on Biotech Values

[sodrock]

Why would this rumor pop up? Someone wanting to unload their position? Or is it possible that t-enox is at a dead end?

But then where does that leave what DD was talking about the unlikely scenario that the SEC would allow for the M&A to happen?

[DewDiligence]

The FTC won’t allow Teva to buy MNTA—I guarantee it!

Some investors are under the impression that the FTC would merely require Teva to divest MNTA’s generic-Copaxone program, but it’s highly unlikely, IMO, that the FTC would acquiesce to such a mild remedy.

Rather, the FTC would likely demand that Teva divest branded Copaxone. And then one has to ask: What company would want to own branded Copaxone if Teva and MNTA were joining forces to bring generic Copaxone to market? The answer is: nobody. In short, a Teva takeover of MNTA is not gonna happen.