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DewDiligence

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DewDiligence

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Re: dewophile post# 190005

Thursday, 04/16/2015 5:12:06 PM

Thursday, April 16, 2015 5:12:06 PM

Post# of 251943
I don't have a ready-made valuation figure for MNTA, but a big change relative to my old models is that the 40mg formulation now has a 65% share of the total US Copaxone market.

Today's FDA approval makes it very likely that the FDA will approve MNTA's 40mg ANDA (the API for the two products is identical); however, the Hatch-Waxman 30-month stay runs until early 2017 and Teva's formulation patent on the 40mg product might conceivably hold up in court. Thus, the share of the 40mg market that MNTA can ultimately capture is difficult to estimate.

“The efficient-market hypothesis may be
the foremost piece of B.S. ever promulgated
in any area of human knowledge!”

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