The data brings into question the long-term sales potential for their drugs. If the drug doesn't show improved efficacy, has more safety issues, & will be more expensive then its a hard sell.
clinical trials for QSM. Maybe they should consider finalizing the Phase III trial requirements for QST. They could even do something wild like issue a PR about signing up 3rd party payers for Otrexup.
That Teva would declare its interest in Mylan was a foregone conclusion. The consummation of any such deal is far from certain.
An agreement on price would probably get investors in both camps on board, but these are not the only interested parties that need winning over. Multiple business overlaps create significant antitrust issues, which again can probably be ironed out after some negotiation (see analysis below). However, concerns about mounting generic drug prices, particularly in the US, are only going to add to regulatory scrutiny, and ultimately it is this issue that could present the final threat to this deal.
On a top-line level this merger would create a hugely dominant player in the global generics space, as the analysis below shows. With projected combined sales of $20bn in 2020 the new entity would control about a fifth of the market, according to EvaluatePharma data, almost double the share of its nearest competitor.
Teva essentially rebuffed anti-trust concerns yesterday, saying it saw no “significant regulatory hurdles” and expressing confidence that a transaction could be structured that would not contain “material impediments to closing”. For its part Mylan has said it doubts a combination could obtain clearances – although neither company’s stance is surprising, given their respective game plans.
"Google headline for full article"
I didn't get a chance to read the Seeking Alpha article today but now that I have the company almost looks like a scam. I've got small position & hope they don't report in the morning so I can sell.
David Faber making some arguments which decreases the likelihood of TEVA buying Mylan. Sounds like TEVA should find another company to buy.
(Reuters) - Some of the top investors at Mylan NV, including Paulson & Co, are encouraging its board of directors to consider a takeover proposal from rival Teva Pharmaceutical Industries Inc, according to people familiar with the matter.
A handful of these investors have expressed their support in recent weeks for the creation of the world's largest generic drug maker by sales, these people said, declining to be named because they were not authorized to speak to the media.
Do you say LOKO is deceptive when he deletes a post? I'm not backing down on my opinion that TEVA's attempt to purchase Mylan is a negative for ATRS.
I need a lawyer to figure this out: This is in reference to the epi-pen. What is the later date?
"In July 2006, the Company entered into an exclusive License Development and Supply Agreement with Teva. Pursuant to the agreement, Teva is obligated to purchase all of its delivery device requirements from Antares for an auto injector product containing epinephrine to be marketed in the United States and Canada. Antares was entitled to an upfront cash payment, milestone fees, a negotiated purchase price for each device sold, as well as royalties on sales of their product. This agreement will continue until the later of July 2016 or the expiration date of the last to expire patent covering the device or product that is filed no later than 12 months after FDA approval."
I wonder if TEVA could gain approval for generic epi-pen & then make a licensing deal with ATRS. There's always the possibility that ATRS has a clause in the agreement transferring the rights to ATRS if TEVA elected to not market the epi-pen.
The market must agree with you or else I would have expected a bigger sell-off. I doubt ATRS has any idea how this will impact the company so the next months should be interesting. I think the company is cursed, anything that can go wrong does.
The FDA must act on the citizens petition within 150 days but they have no obligation to act on the ANDA filing. It may come on the 22nd of 2015 or 2016.
What some investors don't understand is that it's hard for AERI to fail with Rocket 1 & 2 based on the trial design. They can have higher IOP data then the comparator & still achieve non-inferiority.
Most investors try to follow the advice of the smartest people or those who've proven themselves as capable of making good investments. ATRS investors are a different breed & would rather try to push Andre off the board.
I don't post for entertainment. I post since it helps my trading by getting a sense of investors confidence or lack thereof.
I post in order to get a differing view but some of you are nuts. Several articles were written this weekend which contained reasonable arguments for & against TEVA making a bid for MYLAN. Its just amazing how closed minded some of you are.
ATRS's management has stated they anticipated approval sometime in 2015.