Replies to post #148106 on Biotech Values

[mcbio]

Do you have more info about this?

That quote you cited is what I'm referring to. I assume they mean they will re-evaluate existing drugs in the clinic as well and that the review is not just strictly related to pre-clinical R&D projects.

[DewDiligence]

OGXI—Anyway, I don’t believe [Teva] would cut it just before the SYNERGY's interim analysis. They would look really stupid if the interim crosses the boundary. If they have any intention to do so, they would wait few more months for the interim and then announce it.

Agreed; moreover, Teva’s impetus to cut development programs has lessened since Teva prevailed in the Copaxone patent case. (Had Teva lost that case, which could still eventually happen on appeal, Teva would surely have responded by cutting development programs broadly and deeply.)