If this impacts 40 mg Glatopa, then CW failed in his fiduciary responsibility by not disclosing the information when Pfizer was informed. Letter dated 11/27 and would assume that PFE would have disclosed this info immediately to NVS which should have disclosed it to MNTA.
Perhaps another reason for the drop is the success of MYL and Biocon with generic Herceptin, showing to the pharm world that MYL may not need MNTA's technology to get a valuable asset approved by the FDA.