Replies to post #125420 on Biotech Values

[iwfal]

it’s very bullish for MNTA that this case is not perceived as being urgent by anybody.

That isn't the way that Rocky's reporting of ASM reads (see cite below):

There was also indication that there are no other complex generics currently contemplated. When discussing the current drugs, there were a lot of comments about the uncertainty of future competition, from TEVA AND OTHERS. When later questioned about other competitors, he made clear that there may be others (and he clearly implied more than one) that have filed under "Paragraph III" and may be approved at any time.

http://investorshub.advfn.com/boards/read_msg.aspx?message_id=64248348

I don’t understand your point in paragraph #2.

Biomaven's story about the physicist and his explanation of the direction of the fan is a related aphorism on the same concept - that if you can explain the concept using two contradictory explanations (Teva and Momenta agreed vs Judged decreed) then it is evidence that you don't really understand. (Yes, I agree that Teva and Momenta agreeing on a date and Judge decreeing are not completely antithetical - but they are very non-overlapping and yet amazingly come to very similar conclusions).

[10nisman]

Regardless of how the 2013 date for the Lovenox trial was arrived at, it’s very bullish for MNTA that this case is not perceived as being urgent by anybody.

I couldn't agree more. I think some posters are missing the big picture regarding tL. If Teva was bullish on tL's approval prospects, why would Bill Marth make a substantial shift in his commentary from very bullish (FDA approval soon, by year-end, etc.) to the current we have nothing to say. Considering Teva's most recent poor quarterly results, very back-ended 2011 forecast and significant weakness in the share price, BM had every reason to say something bullish about tL but he didn't. In addition, tL is not included in Teva's current forecast. Not something one would do who was bullish on receiving approval sometime soon.