MNTA—I’m not unduly concerned because leaks from the FDA are quite rare. Moreover, if this were one of the rare cases where there was a leak from the FDA and the leak was that MNTA’s Copaxone ANDA was in trouble, then TEVA would presumably have been up sharply today rather than being up only 1%.
The thrice-weekly product’s TRx (as opposed to NRx) share is 4.4%, but for new products NRx is considered a leading indicator of where TRx is headed.
I’m expecting the thrice-weekly’s TRx to plateau at around 20% rather than the 30-50% share Teva talks about getting. Still, the above script data could be part of the reason for the MNTA sell-off yesterday.
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