Biotech Values

[DewDiligence]

…if you patent something, then you have to show how to enable the patent…

Right. These disclosures are presumably the starting point for MNTA’s claim of replicating the process.

Clearly the process is not fully disclosed in the patent, otherwise others without MNTA's technology could also copy it easily.

Notwithstanding the copious disclosures in the Copaxone patents, one presumably needs MNTA’s informatics tools—or some equally powerful toolset—to convert this knowledge into a full-fledged, commercial process.

Can another company do it? Perhaps, but MNTA wins big even if another company can do it. Unlike the NVS-MNTA agreement for Lovenox, MNTA shares Copaxone profits 50/50 with NVS regardless of how many approved generics reach the market. Moreover, NVS/MNTA have Hatch-Waxman first-filer status on Copaxone, which could be worth a lot in its own right.