Replies to post #103390 on Biotech Values

[zipjet]

The $250M of value I ascribed to half of the NVS-MNTA Copaxone collaboration could well be conservative. This number will surely have to be raised if the ruling on the Markman hearing suggests that the Copaxone patents in question won’t stand up to legal scrutiny.

Sure. You have apply a big discount for possibility of non-approval or delays in approval. If the patent is more likely to fall (something the Markman hearing may signal), or is invalidated (grant of sj), then the time to market is reduced*.

ij

* Of course that does not assure approval.

[exwannabe]

Re: MNTA Copaxone "This number will surely have to be raised if the ruling on the Markman hearing suggests that the Copaxone patents in question won’t stand up to legal scrutiny"

What's up with the delay? I would thing the parties need the Markman decision to prepare their arguments for a trial, so I do not understand why the judge would be this slow.

I assume the summary judgement movement from NVS would be based on inequitable conduct (as this would not depend on the markman decision, while non-infringement would). Is it possible the Judge is giving serious consideration to this?