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Biotech / Medical : Biotech Valuation -- Ignore unavailable to you. Want to Upgrade?

To: Robohogs who wrote (19405)	3/22/2006 10:06:38 AM
From: Biomaven	Read Replies (1) \| Respond to of 52153

Momenta is fearing a Plavix type settlement for Lovenox The big difference here is that the FDA approval for Amphastar's generic is much less likely than in the case of Plavix. Amphastar instead could cut a deal with Momenta (overcoming any potential 6-month exclusivity issues). Worst case is that the patent suit gets settled and MNTA has to re-institute it or to launch at-risk. Peter

To: Robohogs who wrote (19405)	3/22/2006 10:47:13 AM
From: rkrw	Respond to of 52153

As far as settlements, it's the companies right to settle if they choose. There's risk in the decision and the generics figure they'll make more money in the long run settling. My fix for that would be extending the exclusivity period for breaking the brand patents well beyond the small 6 month window they get now. US needs to make it worth the risk of losing. RE MNTA Why would sanofi settle? Best case they don't settle, lose the case, teva and amphastar never receive final approval and at worst, they have one generic competitor, mnta, split the market still holding a $1B+ drug. Worst case, they settle with teva, amphastar give them some sort of supply agreement and mnta also gets approved, they have 3 competitors and their market gets trashed. Problem with your concern is it's still not likely teva and amphastar will be approved since they haven't come close to copying. Other aspect is the appeal to the inequitable conduct decision has been heard and should be decided before mid-year. If it goes against sanofi, it's all over and lovenox will have no patent protection.