Replies to post #118643 on Biotech Values

[DewDiligence]

BIIB/TEVA/MNTA—Seems to me the more consequential trial will be the second P3 Biogen is running, which includes a Copaxone arm…

It will indeed be more consequential than the first phase-3 trial (where the BG-12 comparator was placebo), but it will not be hugely consequential to Copaxone’s future in the overall scheme of things, IMO. Copaxone’s claim to fame has never been stellar efficacy, but rather its modest efficacy and longstanding safety profile, which spans several decades.