Biotech Values

[Rocky3]

Equally important IMO would be depriving MNTA of resources that they are directing at my beloved Copaxone.

I've been thinking along these lines a lot lately.

My fear is that Teva might price their generic upon approval at very low levels. I know that others have said that pricing might not be much lower than current and that the major cost will be market share. BUT, if Teva really wants to hurt NVS/MNTA, it would drop the price hugely. I don't think that it would be rational since they would be losing the profit on its 1/3 of the market, and S/A would be hurt just as bad, but NVS/MNTA would be very badly hurt. It won't matter too much to NVS, but MNTA might be cash flow negative again. Not sure that it makes a difference in the long run (only MCopaxone/118 matters), but it would be a huge short term negative. Let's hope Teva approval is far away, if ever, and then the issue is unimportant.