With several years to go, there may be other competitors with a generic Copaxone.
Maybe, but pretty unlikely. We will know (I think) due to public filings until the patents expiration. After the patents expire, it will be a different matter.
Worse yet, if BG12 gets approved (think it will and soon) and they price it competitively, it will have taken a big bite out of the MS market by 2015. IF BG12 is as good as it appears, and is priced competitively I suspect it could take half the market. I wonder if it will have a limited therapeutic life.
I too think that the competitive environment is a big risk. But that would have been true anyway. The market has been valuing the mCop franchise pretty lowly, in part due to this issue. But hope reigns eternal that BG12 and other competitors will have problems at some points. MNTA still seems undervalued (but that has been true for a very long time and much of the perceived value has disappeared unfortunately).
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