Replies to post #150382 on Biotech Values

[genisi]

TEVA thrice-weekly Copaxone

Perhaps I should have clarified: time to generic launch is the key imo, because given Teva's aggressive sales promotion I think that even more than 25% of patients might switch to the thrice-weekly Copaxone but as soon as generic(s) enters, conversion will be very little.

[DewDiligence]

For the purposes of this analysis, I'm assuming generic entry in Sep 2015 (when Teva's last pertinent US patent expires).