News Focus
News Focus
icon url

iwfal

12/22/11 8:37 PM

#133650 RE: DewDiligence #133644

MNTA -

What does the Copaxone deal have to do with any of this? Copaxone is sui generis.



I don't think there is anyone on this board who predicted a substantially lower 'royalty' rate (whatever you want to call the % of $ flowing from sale of mBio) than for Copaxone even after they are doing all the early work on their nickle. I'd bet if I surf around I can find implicit assumption from many that there would be a higher GM than these terms imply.