Replies to post #190009 on Biotech Values

[pollyvonwog]

I really don't think investors are too concerned with the 40mg at this point. The price is capped (today at least) because there is no clarity around launch time and then we're also back to the competitor overhang like the enox days.

Will be curious to see how MYL responds.

[DewDiligence]

MNTA—this is why i think the stock price is capped now. thx - i'm going to pass on this one.

The news in #msg-116493180 makes it less likely that Teva’s 40mg patents will hold up; if they don’t, MNTA could launch a 40mg Copaxone generic (with FDA approval) as soon as Jan 2017, when Teva’s Hatch-Waxman exclusivity on the 40mg dose expires (http://www.accessdata.fda.gov/scripts/cder/ob/docs/patexclnew.cfm?Appl_No=020622&Product_No=003&table1=OB_Rx ).

p.s. I added to MNTA today (#msg-116484269).