Epstein Secrets

e loss on 2 of its 5 Copaxone patents from yesterday's IPR decisions & MYL confirming that the third IPR decision is expected by 1-Sept, our analyst Sumant has notes out on TEVA, MYL & MNTA walking through his assumptions/thoughts. For TEVA, while today's ruling is somewhat of a setback, I'd argue that

for Ix Copaxone & is awaiting approval for 3TW. Sumant models $100mm/yr in sales for Copaxone for MYL (worth $1 to his DCF). For MNTA (partnered w/ Sandoz/NVS), they are a beneficiary of the IPRs (although not a party there) as they are part of the P-IV challenge which kicks off on 26-Sep (relates to 4 exi

e loss on 2 of its 5 Copaxone patents from yesterday's IPR decisions & MYL confirming that the third IPR decision is expected by 1-Sept, our analyst Sumant has notes out on TEVA, MYL & MNTA walking through his assumptions/thoughts. For TEVA, while today's ruling is somewhat of a setback, • argue that

or lx Copaxone & is awaiting approval for 3TW. Sumant models $100mrn/yr in sales for Copaxone for MYL (worth $1 to his DCF). For MNTA (partnered w/ Sandoz/NVS), they are a beneficiary of the IPRs (although not a party there) as they are part of the P-IV challenge which kicks off on 26-Sep (relates to 4 exi

e loss on 2 of its 5 Copaxone patents from yesterday's IPR decisions & MYL confirming that the third IPR decision is expected by 1-Sept, our analyst Sumant has notes out on TEVA, MYL & MNTA walking through his assumptions/thoughts. For TEVA, while today's ruling is somewhat of a setback, I'd argue that

for lx Copaxone & is awaiting approval for 3TW. Sumant models $100mm/yr in sales for Copaxone for MYL (worth $1 to his DCF). For MNTA (partnered w/ Sandoz/NVS), they are a beneficiary of the IPRs (although not a party there) as they are part of the P-IV challenge which kicks off on 26-Sep (relates to 4 exi