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Bickema

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Bickema

Re: DewDiligence post# 214054

Wednesday, 10/04/2017 4:56:16 PM

Wednesday, October 04, 2017 4:56:16 PM

Post# of 257300
Terrible news for TEVA as well. I believe if it was MNTA 40mg getting approval today the reaction would be less severe. For TEVA this now means the 40mg market is about to have 3 players and pricing power eroding significantly.

Edit: I realize you knew this but I have seen some TEVA longs calling the drop an overreaction and that copaxone 40mg generic was already priced in.
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