Replies to post #123522 on Biotech Values

[DewDiligence]

I doubt Neulasta is covered by the settlement.

It plainly is, according to AMGN’s PR in #msg-65277106:

Regarding Neugranin™, another Teva G-CSF product, Teva agrees not to sell Neugranin until Nov. 10, 2013 unless it first obtains a final court decision that Amgen's patents are not infringed by Neugranin.

Neugranin is a knockoff of Neulasta.

I did misspeak in my prior post, however, by saying that Teva picked up Neugranin in the Ratiopharm acquisition; in fact, Teva got Neugranin from CoGenesys, the spin-off from HGSI that Teva bought in 2008 (#msg-26163282). In the Ratiopharm deal, Teva acquired a Neupogen FoB called Ratiograstim that was already being marketed in Europe, where it competed with TevaGrastim (another name for Neutroval); Ratiograstim will not be developed for the US because there is no benefit to Teva from having two Neupogen FoB’s in that market.