Replies to post #120641 on Biotech Values

[exwannabe]

This bodes well for inequitable conduct case against TEVA on Copaxone.

No, this is actually a very slight negative.

This is a new burden on the defence. Previously it was sufficient to show intent to deceive and materiality (in the sense that the item weighed on the decision). Now it must be shown that the issue could have changed the decision. A higher bar for certain.

Regardless, for MNTA this has no effect. Between the trial timeline and the FDA, I doubt anybody is assigning any value to mC revenue over the next 2 years.

MNTA will just keep drifting up every Q based on the lack of mL. Other than that, the best PPS driver is back on the FoB front (or a 118 miracle).