Replies to post #106262 on Biotech Values

[HattieTheWitch]

Without sounding too gushy, Dew, I'm sure appreciative of your analysis, perspective and insights.

Regarding Marth, the evidence just keeps mounting, doesn't it? Before Mr. Bill opens his mouth again, he ought to remember that DD's "opposition research" team is ready and waiting for yet another diversion.

[DFRAI]

Well, since Marth made those comments about a month ago, there has been no motion by Teva for a summary judgment. Instead, we now know that Teva has been negotiating with NVS as to how much advance notice Teva will receive when NVS launches generic Copaxone. Novartis gave them 2 hrs advance notice

Why is this notable? Because there’s no way in hell NVS would launch without a favorable outcome to the patent case in the District Court. (NVS might launch at-risk prior to a decision by the appellate court, however.) In other words, Teva would have no reason to be concerned about receiving advance notice of NVS’ launch unless Teva thought they might lose the patent case.

So this Copaxone saga might come to a head early next year - assuming FDA approves Sandoz anda and there is favorable outcome on patent challenge in district court

I hope those 6.8 million shorts are reading this board....Nice inferences Dewdiligence.

Personally i hope to get another chance to add before year end at anyprice under 17, if certain items go my way and once we get a feel for sales/royalty income

[floblu14]

DD -NVS might launch at-risk prior to a decision by the appellate court

Dew - would it be possible for MNTA/NVS to launch generic COPAXONE - at-risk without FDA approval? Can U state the pros/cons of such plus your likely percentages of each? T.I.A.

If so, I have a gut feeling that this might happen soon - quite possibly before the 3Q CC. No bets please :-)