Replies to post #119871 on Biotech Values

[DewDiligence]

…post anticipated Copax approval for MNTA, your sense that there will be a settlement implies that you don't think MNTA could have an outright litigation win. Do you think MNTA’s case not "ironclad" and therefore vulnerable or is it just simpler and shorter (and still lucrative) to just get a good settlement when the time comes.

It’s a matter of degree. If the settlement terms allow NVS/MNTA to launch Copaxone without risk after a relatively brief delay (say, 9 months), then settling would probably be preferable to launching at-risk or banking on an all-out win in court. I don’t think anyone considers NVS/MNTA’s case ironclad.