Replies to post #114636 on Biotech Values

[exwannabe]

MNTA/TEVA: I agree 100% that a buyout is not in the cards.

OTOH, I still maintain that some cross-licensing deal on the 2 patent suits that accomplishes the same goal (maximizing joint overall profits) is not unreasonable.

Oversimplified:

"As long as no other generic is marketed MNTA/NVS get X% of tL revenue, and TEVA gets Y% of mC sales", along with some cash to make it work.

You have a ton of conditions to work through, but you can eventually get to a position that mimics an illegal price fixing deal.

Yes DD, I do know you think Commerce and/or Justice would through a hissey fit. I am less certain.

[RockRat]

>>Under your scenario, MNTA’s expertise would no longer be available to facilitate FDA approval of the Copaxone ANDA.<<

Some of the know how and IP would have to go with it. Even with Momenta shepherding the ANDA all the way, it is by no means a given that the ANDA will be approved. The tough question is what price tag to put on it, since some the IP and expertise that goes with it could be used in other ways. It would be a difficult deal, and I agree the whole concept is unlikely, but I could see some attractiveness in it for Teva.

Whatever, the odds of a takeout are higher with other players. I'll leave it at that.

Regards, RockRat