Replies to post #121382 on Biotech Values

[jbog]

sodrock,



How would youexpect Teva to respond? Do we expect them to publicly say that their patents are garbage and that they don't have the knowledge to create their own enoxaparin?

Let's not forget they're from the Middle East and I'm guessing they have adopted the Baghdad Bob style of communication:



"There are no American infidels in Baghdad. Never!"

"My feelings - as usual - we will slaughter them all"

"Our initial assessment is that they will all die"

"God will roast their stomachs in hell at the hands of Iraqis."

'We have destroyed 2 tanks, fighter planes, 2 helicopters and their shovels - We have driven them back."

"No I am not scared and neither should you be!"

"We have them surrounded in their tanks"

[investorgold2002]

sodrock, u need a coffee break

with all due respect, please take a breather. I just think you guys are READING WAY TOO MUCH of what is essentially an inconsequential news.

keep in mind, TEVA is a bellwether in generic industry and followed by wallstreet analysts and institutional investors closely. they probably have the need for spinning news, maybe for that reason or it could even be innocent mistake by some third party journalist. copaxone indeed is 25-30% of their margin(so big).
that september date doesnt make sense. they had to respond by 180 day deadline.
But the bottomline is for MNTA investor this PR is inconsequential..even if share price goes to $15...It doesn't affect the way FDA would make the decision on ANDA. Of more importance on this issue would be the fact that, FDA took 7 months to review ANDA before acceptance, MNTA states that they continue to have positive discussions although at very slow pace, MNTA's Copaxone assay patent that is out there which along with characterization patent would technically satisfy the sameness criteria(as detailed Lovenox CP response), etc