Replies to post #142518 on Biotech Values

[DewDiligence]

Importantly for MNTA investors, Teva did not lower its guidance for 2012 Copaxone sales; rather Teva’s guidance remains at $3.8B, which suggests US Copaxone sales of approximately $2.6B (#msg-75407657). The $2.6B figure assumes no generic entry in the market, of course.

[mcbio]

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

What, if any, impact do you expect the change of CEO to have on TEVA's existing partnerships? Will TEVA still meaningfully pursue novel cancer targets? In particular, just curious if there's any reason to worry if OGXI's partnership with TEVA for custirsen could be on the chopping block?