Replies to post #141661 on Biotech Values

[DewDiligence]

Teva did not formally change any of its previous guidance and gave the excuse that the new CEO Levin needs more time and I guess he will lower the targets.

Agreed; however, after quantifying the effect from the new wholesaler agreements (#msg-75406710), I think 2012 US Copaxone sales will be closer to the upper bound than the lower bound of the $2.4-2.6B range mentioned in #msg-75390703. Do you agree?

[DewDiligence]

TEVA—the new CEO, Levin needs more time and I guess he will lower the [guidance] targets.

CC tomorrow (Thursday) at 8am ET:

http://www.sec.gov/Archives/edgar/data/818686/000130901412000362/exhibit1.htm