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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
ew (S58ish) while a negative outcome likely sees 5% downside to around $50/sh (given a Cons already assumes generic competition coming next year). Copaxone Litigation Timeline (from 2O Results Slidedeck) Scenario Analysis — BofAML Daniel Lundquist EFTA00820344 Healthcare Specialist Sales Global Equities Bank of Ameri
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
ew (S58ish) while a negative outcome likely sees 5% downside to around $50/sh (given a Cons already assumes generic competition coming next year). Copaxone Litigation Timeline (from 2Q Results Slidedeck) Scenario Analysis — BofAML EFTA00820353 Daniel Lundquist Healthcare Specialist Sales Global Equities The power of
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
le a negative outcome likely sees 5% downside to around $50/sh (given a Cons already assumes generic competition coming next year). EFTA00665659 Copaxone Litigation Timeline (from 2Q Results Slidedeck) Scenario Analysis — BofAML Daniel Lundquist Healthcare Specialist Sales Global Equities Bank of America Merrill Lync
Entities connected to both Sumant and Copaxone Litigation Timeline
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
ORGANIZATIONMNTA/Sandoz/MYL
ORGANIZATION4 Net
ORGANIZATIONHealthcare Specialist Sales
ORGANIZATIONSandoz/NVS
ORGANIZATIONMYL Note
ORGANIZATIONCopaxone 3TW Litigation
ORGANIZATIONCopaxone 3TW
ORGANIZATION