Replies to post #62946 on Biotech Values

[ghmm]

Thanks for the added information! I suspect any benefit to Momenta will more then offset any loss to Teva for you :)

[DewDiligence]

MNTA: Teva’s phase-3 trial of the 40mg dose of Copaxone in MS failed to show any benefit vs the standard 20mg dose:

http://www.reuters.com/article/marketsNews/idINBNG13619120080707

This is modestly good news for MNTA in that Teva’s US patents on the 40mg dose might have harder to overturn or circumvent than the patents on the standard 20mg dose. (MNTA is developing a generic version of Copaxone with its partner, NVS.)



Let’s talk biotech!
What if there were no hypothetical questions?

[DewDiligence]

MNTA CEO, Craig Wheeler, comments on Teva’s
Copaxone patents (from today’s 2Q08 CC):

“There are many reports commenting on the strength of the Copaxone patent estate. There are seven Orange Book patents expiring in 2014 and all must be overcome. We are not disclosing our litigation strategy but some facts may help you do you own research in this area.

“First, all seven patents are from the same patent family and therefore are related. We are also dealing with a drug with a long history. There is a lot to consider in this patent estate and you can trust that we and our partner, Sandoz, did our homework before we chose the Paragraph-IV route.”


Let’s talk biotech!
“The efficient-market hypothesis may be
the foremost piece of B.S. ever promulgated
in any area of human knowledge!”