Replies to post #208168 on Biotech Values

[DewDiligence]

TEVA—With the stock cut in half already, it looks like most of the gloom is already priced in.

That's fair, although some of TEVA's sell-off is related not to Copaxone, but rather to pricing pressure for US generics and to overpaying for AGN's generic-drug business.

Paradoxically, the more bullish you are on MNTA, the more willing you should be to scoop some shares of TEVA. MNTA believes it will have a fairly long period during which it has the only generic Copaxone on the US market. This isn't a bad outcome for TEVA insofar as a Copaxone duopoly can be highly profitable for both parties.

[Traderbx]

Can you please tell me why teva fell so much so fast? Should I take a nibble at some of its stock?