Replies to post #122919 on Biotech Values

[acgood]

Actually, NVS has ample production capacity for Lovenox. The claim that it doesn’t is misdirection by NVS and MNTA to thwart an authorized generic by SNY

Do you have specific diligence evidence of this? If true, I would not expect MNTA to go into such length and detail when discussing the supply constraint like they do. I don't know whether such details are truly "material" for MNTA, but why not just decline comment on the supply chain and capacity altogether?