Replies to post #116466 on Biotech Values

[DewDiligence]

[Gilenya is] another reason for NVS to not launch "at risk" at m-copax approval.

I respectfully disagree that Gilenya will have any effect whatsoever on NVS’ decision to launch generic Copaxone at-risk. Generic Copaxone will take scripts away from branded Copaxone; it will have little or no effect on the number of scripts for Gilenya (or any other branded drug in the MS arena).

Moreover, NVS/MNTA may not even need to consider an at-risk launch; if NVS/MNTA get FDA approval before the Copaxone trial has run its course, I expect the parties to settle the patent litigation out of court.