Replies to post #86174 on Biotech Values

[DewDiligence]

I don't see what bearing a different injector will have on a generic Copaxone.

Teva’s “low-volume” formulation might be able to withstand a patent challenge based on its formulation-specific IP, but it’s doubtful (IMO) that third-party payers would deem such a product worthy of a premium price. Hence, I agree that Teva’s low-volume product is inconsequential to the economic upside of generic Copaxone for MNTA.