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Re: MTdinanM3 post# 89279

Monday, 04/26/2010 2:37:37 PM

Monday, April 26, 2010 2:37:37 PM

Post# of 257253
Dew, any thoughts on when the judge will issue the claims construction opinion for Sandoz/MNTA v. Teva? Oppenheimer expected a opinion in late March/early April...


"SUMMARY
On 1/20, we attended the Markman hearing for the case of Sandoz/MNTA vs. TEVA regarding generic Copaxone. While we are not patent attorneys, we believe Sandoz/MNTA made a strong case that the Copaxone patents are not specific enough to determine if M-356, or likely other generic Copaxone candidates, would infringe and that, critically, this is a fatal flaw of the patents. While we do not expect additional clarity until the judge's claims construction opinion is issued in 6-8 wks, we believe there is clearly the potential for multiple findings of indefiniteness which will likely strengthen Sandoz's case for invalidation of the patents, longer term. We would add to MNTA positions coming out of the hearing. Increasing PT to $17 (from $15). "

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