Biotech Values

[pcrutch]

re: BofA Copaxone survey

The survey also found that doctors are looking forward to the ability to prescribe oral medications like laquinimod.

“Relative to our Teva thesis the survey suggests: (1) our Copaxone volume erosion assumptions appear appropriate, (2) our flat market assumption seems conservative, and (3) oral laquinimod could be a large product,” Gilbert writes.

good for $MNTA; note these MS docs talking about laquinimod too. Curious if someone would like to comment on this last bit? Laquinimod looks lack luster compared to Gilenya and $BIIB's BG12
(posted on MNTA board, but not everyone ventures over there)