3
Shared Docs
3
Same-Page
3 / 3
Mentions
atents 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 risk/reward is still positive give
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
atents 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 risk/reward is still positive given
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
atents 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 risk/reward is still positive give
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 MYL & MNTA and Copaxone Litigation Timeline

Jeffrey Epstein
PERSON
Marc Rich
PERSONPierce, Fenner & Smith Incorporated
ORGANIZATIONAmanda
PERSON
Richard Kahn
PERSONMNTA/Sandoz/MYL
ORGANIZATION4 Net
ORGANIZATIONHealthcare Specialist Sales
ORGANIZATIONReddy
LOCATIONDaniel Lundquist
PERSONSumant
ORGANIZATIONSector Specialist Sales
ORGANIZATION
Mylan
ORGANIZATIONTEVVF Pfd
ORGANIZATIONCopaxone
ORGANIZATIONEpiPen
ORGANIZATIONSandoz/NVS
ORGANIZATIONMYL Note
ORGANIZATIONCopaxone 3TW Litigation
ORGANIZATIONCopaxone 3TW
ORGANIZATION