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Re: jmkobers post# 9258

Tuesday, 06/26/2012 1:33:11 PM

Tuesday, June 26, 2012 1:33:11 PM

Post# of 20689
To help answer that, let's examine some of the valuation points a bit more closely:

1) The Copaxone program,


By the time mCop is approved - possibly behind Mylan - there will be others - including a Teva AG, in addition to the Teva brand. Also without Teva promoting Cop, I expect the market share - already in decline - to implode rapidly due to the abundance of better MS drugs.

4) The Lovenox franchise—including potential damage awards and royalties from Amphastar/WPI for infringing MNTA’s patents;

My prediction is for:
a) Without settlement, further long delays in the trial date, and
b) In a settlement, that MNTA can hope for no more than 2% of aLov revenues.