Biotech Values

[DewDiligence]

Thrice-weekly Copaxone has more merit than the failed “low-volume” Copaxone, which was never more than a gimmick, IMO. However, the thrice-weekly product is being tested at 40mg—twice the dose of regular Copaxone—and hence the FDA will likely consider it a distinct drug from regular Copaxone.

Final results of the GALA study testing thrice-weekly Copaxone are not expected until May 2014 (http://clinicaltrials.gov/ct2/show/NCT01067521 ), so the product probably can’t reach the US market until 2016 at the earliest. All told, potential competition from this product is far down on my list of concerns as a MNTA investor.