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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
this for your attention. Our view is that there is good risk-reward for TEVA going into a patent decision expected tomorrow relating to its key drug Copaxone Copaxone US is - 16% of sales, ^21% globally)). If the decision is unfavorable, we would likely look to add on any weakness. Our analyst is already building in
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
this for your attention. Our view is that there is good risk-reward for TEVA going into a patent decision expected tomorrow relating to its key drug Copaxone Copaxone US is —16% of sales, —21% globally)). If the decision is unfavorable, we would likely look to add on any weakness. Our analyst is already building in c
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
this for your attention. Our view is that there is good risk-reward for TEVA going into a patent decision expected tomorrow relating to its key drug Copaxone Copaxone US is —16% of sales, —21% globally)). If the decision is unfavorable, we would likely look to add on any weakness. Our analyst is already building in
Entities connected to both Sumant and Copaxone Copaxone US
Daniel Lundquist
PERSONSector Specialist Sales
ORGANIZATIONAmanda
PERSON
Richard Kahn
PERSON
Jeffrey Epstein
PERSON
Marc Rich
PERSONMYL & MNTA
ORGANIZATIONEpiPen
ORGANIZATIONPierce, Fenner & Smith Incorporated
ORGANIZATIONReddy
LOCATION
Mylan
ORGANIZATIONTEVVF Pfd
ORGANIZATIONCopaxone
ORGANIZATION4 Net
ORGANIZATIONCopaxone Litigation Timeline
ORGANIZATIONHealthcare Specialist Sales
ORGANIZATIONSandoz/NVS
ORGANIZATIONMYL Note
ORGANIZATIONCopaxone 3TW Litigation
ORGANIZATIONCopaxone 3TW
ORGANIZATION