Replies to post #96898 on Biotech Values

[DewDiligence]

If MNTA's injection requires 1 ml & TEVA's .5 ml then I'm taking TEVA's version whether its subjective or not.

Teva’s low-volume formulation will be a new branded drug, separate from regular Copaxone; it can’t be dispensed by a pharmacy or hospital formulary unless a doc knows about it and requests it explicitly. NVS/MNTA’s generic Copaxone, on the other hand, can be dispensed for any prescription of regular Copaxone (unless a doc checks the “no substitution” box that’s allowed in certain states).

For every doc who knows about the new formulation and likes the idea of lower volume and shorter infusion time, there will probably be two or three docs who opt to stay with regular Copaxone because it’s been on the market for two decades. I doubt that the low-volume formulation will garner more than a 25% share of the Copaxone market; the figure could be much lower than that depending on pricing and the amount of detailing Teva is willing to do.