Are you asking about Laquinimod, specifically? We’ll be in a better position to judge the Laquinimod threat to Copaxone after the results of the second phase-3 study, called BRAVO, are reported in 3Q11: http://clinicaltrials.gov/ct2/show/NCT00605215 . Unlike the ALLEGRO study (#msg-61953183), BRAVO will contain an arm with an active comparator (Avonex).
True but not surprising. Its safety/efficacy profile was expected to be in the same ballpark as Copaxone' and other current 1st liners (interferons). If you're asking about BG12, which (IMO) looks like the biggest oral threat to Copaxone at the moment, we'll soon know better as data from CONFIRM trial (http://clinicaltrials.gov/ct2/show/NCT00451451), that contains Copaxone as the active comparator are due in few months.
If BG12 profile holds, it could take meaningful share from Copaxone (even if laquinimod will turn out to be a small product) over the next few years. That's not good for MNTA.