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marthambles

02/08/11 11:26 AM

#114307 RE: RockRat #114305

RockRat

I think you can throw out the game theory, because Teva's overriding interest is in protecting its Copaxone franchise. The Lovenox profits will be meaningless to Teva. Squashing MNTA would, however, be extremely satisfying. Sure, Sandoz can match extremely low pricing, but what does that do to MNTA's cash flow?
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zipjet

02/08/11 11:29 AM

#114309 RE: RockRat #114305

I think it a mistake to underestimate Teva as a competitor (IF approved for tL).

Teva has an array of products for the buyers and should be expected to use "packaging" to influence the buyers to do the right thing (buy from Teva). Teva also has reason to prefer that MNTA not prosper. That may enter into the thinking that goes into Teva's marketing approach to this.

ij