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genesis73guy

08/15/13 7:21 PM

#2089 RE: jab91252 #2087

jab, whogo, td, bsav, loko, mike...

you guys are great for ymb and here... i'm one of the silent majority who appreciate... i'm not sure the ATRS risk is quite as small as the cheerleaders here promote but I can't find any major red flags aside from the insider selling which has been discussed to disgusting lengths... or if any Oct. approval upside isn't already microwaved into the price...but if the plan plays out and the revenues come in and increase through 2014 everyone will be happy... i'm taking the risk, buying on the dips for a year now... Newbie Mike, great article, do another, just keep the balance and point out any possible downsides...loko and ryman should kiss and make up and maybe have a Skype session with Tappy.

Imagine all the people, living life in peace... JL

Bio_pete

08/15/13 7:56 PM

#2090 RE: jab91252 #2087

Methotrexate & Testosterone are widely available & all ATRS is doing is changing the delivery method.

MNTA filed for tentative approval of generic Copaxone Dec/2007 & the FDA still can't make a decision. They also did a lot of upfront work on the manufacturing, quality controls, Phase I studies, etc. This is not a simple drug that any generic company can produce for ATRS.

TEVA has continued to state that new MS drugs are a bigger threat to the Copaxone franchise then generics approval, but that may be CEO speak.

The best scenario for investors is a new partnership announcement for a Copaxone injector once TEVA gains approval. It will be a low blow to investors if TEVA doesn't use ATRS after Wotten's hint that 3 X would make a nice fit.