Replies to post #125769 on Biotech Values

[mcbio]

I'm sure Teva will make additional deals and acquisitions, but XP23829 will only enter the clinic next year and Teva is usually looking at much more advanced candidates.

That's a fair point. I just wonder if TEVA might be open to an exception here given what a large percentage of profits Copaxone represents, the fact that BG12, at least preliminarily, appears to represent some serious competition, and given that I'm not sure if there are any other potentially improved BG12 candidates out there beyond XNPT's 829. (Of course, on the former point, TEVA is clearly broadening their revenue base given their acquisitions, which is presumably going to lessen their dependence on Copaxone to some degree.)