I disagree. The Copaxone patents in the Orange Book expire in May 2014, so generic Copaxone in the US figures to be a lucrative and longstanding product for NVS/MNTA even if they can’t manage to knock out Teva’s patents.
Copaxone is an ideal drug for MNTA to genericize for the US market because:
• It has large sales.
• It’s a synthetic drug that’s priced like a biologic, which means the profit margin is sky-high.
• The structure is complex, and no one but MNTA has the technology to characterize and reverse-engineer it to the FDA’s standards.
“The efficient-market hypothesis may be the foremost piece of B.S. ever promulgated in any area of human knowledge!”
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