Replies to post #110169 on Biotech Values

[DewDiligence]

Just noticed another dose of FUD from Bernstein that I had previously overlooked. From your second link in #msg-57418740:

Ronny Gal, a pharmaceutical analyst at Sanford Bernstein, said the trial will probably be held in the second half of 2011, so it is likely that any generic rivals to Copaxone will not be approved before mid-2012.

This is nonsense, of course. Once the Hatch-Waxman 30-month stay expires (which happens in a few weeks), the Copaxone patent case has no bearing on FDA approval of NVS/MNTA’s Copaxone ANDA.