Teva Pharma $TEVA notes from 2q2011 conference call

• Teva held its 2q2011 earnings conference call on 7/27/11 - click here for link.
• Teva is partnered with Antares Pharma for several autoinjector programs (see details on AIS research page).
• Teva is partnered with Biosante Pharma for a male testosterone gel (NDA is under review) - see details on BPAX research page.
• Teva is partnered with OncoGenex (via ISIS) for an antisense drug in phase 3 trials for cancer (see details on OGXI page)
• None of the above assets were discussed on the conference call
• Teva competes with Momenta Pharma in legal/clinical/regulatory/war of words about generic Lovenox and Copaxone products (more info on MNTA page)
• Relevant quotes from conference call re the MNTA-related programs:

"Let me just follow-up with one other thing on COPAXONE, I think it is important event too as you mentioned in our drug COPAXONE litigation right, the trial on IC and obviously we’re very pleased and I think clearly anyone within the courtroom saw the difference between the teams. We are really excited with the case. We think we're going to do extremely well. The Therasense decision makes the bar for IC very high, and I think really the most important thing out of this particular IC trial was the ability to get the Judge Jones, a very fine judge in Southern district of New York, up to speed on the case [Note that MNTA maintains that the split trial was entirely the judge's decision]. I think this will put her in a position leading into the September trial with quite a bit information and a good feeling about the fundamentals of the case."

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David Amsellem - Piper Jaffray: Just a couple, first, any update or comment on generic Lovenox?
William S. Marth - President and CEO of Teva Americas: As we’ve said before, we are not going to comment on Enoxaparin until we launch the product.

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Gregg Gilbert - Bank of America Merrill Lynch: I have a few. First, for Bill, is it still the case that you have not discussed settlement with Momenta or Sandoz on Copaxone, and how is the litigation going so far from your point of view on that product?
William S. Marth - President and CEO of Teva Americas: Yes, right now, the litigation I think couldn’t be going much better as we are very pleased with it. There has been absolutely no discussion with Sandoz or Momenta with respect to settlement. We don't see a reason at this point in time to engage in that.