Replies to post #92784 on Biotech Values

[DewDiligence]

Teva indicates it is more concerned about new oral treatments entering the MS market [than it is about generic Copaxone].

This is pure spin, IMO; behind closed doors, I think Teva is more much concerned about generic Copaxone.

Either way I think NVS is positioned to challenge Copaxone. How do you handicap the odds that FTY720 gets approved in 2010.

For the US, about 40%; for the EU (where the review time is longer), about 25%. JMHO, FWIW