The negative effect on daily and thrice-weekly Copaxone will be stronger if a company like Mapi Pharma would succeed in bringing a monthly Copaxone Depot to the market (at least 3 years away for Mapi).
If I am reading the chart right, TEVA has lost 50% of the market share in ~6 weeks and has continued down significantly in the last couple weeks. This is the problem for MNTA/NVS/PFE manufacturing issue. The expected cash flows for MNTA/NVS are disappearing quickly. I am surprised MNTA share price has not been hit harder. Maybe the market has not been expecting much there anyway. It surely raises the issue of holding for me. I will look harder next week.
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