Replies to post #115949 on Biotech Values

[DewDiligence]

Didn't NVS/MNTA have to agree to the timeline?

Yes, the document I linked to is a proposal submitted jointly by the parties.

From MNTA’s standpoint, there is no impetus to rush the discovery in this case because the status quo in the US Lovenox market could not possibly be better.

[jq1234]

I believe what may be lost in this discussion is the obvious fact that NVS/MNTA must also have no expectation of Teva garnering an imminent approval.

We already knew this. MNTA had stated many times while they didn't know exact nature of TEVA discussion with FDA, they believed there would be considerable hurdle in getting approval.