Theriva Biologics Inc (TOVX)

[Ann1]

Currently Teva has a little breathing room because Copaxone is a complex formula -- so it's not easy to copy as a generic.

To me, the real benefit of Trimesta is on the cognitive side. I cannot wait to see the final results of the cognitive study. Interim results were already so good. This actually adds value to Copaxone and of course would extend the patent.

Of course, there is benefit in that Trimesta seems to help with relapses right away whereas Copaxone takes 8-12 months to show real benefit. But this benefit is probably not as much of an impact (on paper, that is, not to the patient who wants to feel better ASAP) as the cognitive improvement.

I think we see movement on Trimesta very soon.

Let's not forget Riley saying 2014 is SYN's year. We have a few months to go. Let's see if he was right.