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DewDiligence

01/18/11 1:32 AM

#112720 RE: tinkershaw #112710

Copaxone—entirely synthetic with no animal-derived feedstock—is easier than Lovenox to reverse-engineer and manufacture within the lot-to-lot variation of the branded product. Given MNTA’s success in replicating Lovenox, there is little doubt, IMO, that MNTA has the ability to replicate Copaxone. You can bet your bottom dollar that, behind closed doors, Teva agrees.
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flatlander_60048

01/18/11 10:06 AM

#112726 RE: tinkershaw #112710

I've also wanted a glimpse at what other FOB products MNTA has set its sights on. However, it is apparent as soon as such disclosures are announced it causes a reflex response in the firm that holds patent to try to protect the branded product (assuming that the patent has some avenue of legal defense). As such, while in the short term such an announcement could help move MNTA's SP, it might (depending on the target) be smarter to move in a stealth manner to forestall the legal maneuvering.

FL