""The MNTA Copaxone deal with Novartis is unaffected by another generic.""
{{Very true, BUT. But the real economic value of the approval will still be hugely affected by another generic. Both market share and price will go down significantly. Best result (by far) is mCop will be only generic. }}
Obviously, but the positives will remain far greater for MNTA even if a second Copaxone generic is approved. What price do you think MNTA would be at now if their percentage share of Lovenox revenues didn't change upon Amphastar/Watson's entry into the market? I would say that the price would be well into the $20s. In any event it is all talk until at least ONE generic Copaxone is approved.
I agree. If MNTA and MYL were hypothetically to receive FDA approval for Copaxone on the same day, I think MNTA’s share price would finish the day lower than it started. That said, I don’t expect MYL to receive approval as quickly as MNTA.