Epstein Secrets

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

TW launch in 2019 but would see $2/share of upside should MNTA launch at-risk (assuming approval). Links to Notes • Link to TEVA Note • Link to MYL Note • Link to MNTA Note Quick Background on Copaxone 3TW Litigation (from Sumant's note) Copaxone 3TW has new product exclusivity through 1/28/17 and

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

TW launch in 2019 but would see $2/share of upside should MNTA launch at-risk (assuming approval). Links to Notes • Link to TEVA Note • Link to MYL Note • Link to MNTA Note Quick Background on Copaxone 3TW Litigation (from Sumant's note) Copaxone 3TW has new product exclusivity through 1/28/17 and

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

19 but would see $2/share of upside should MNTA launch at-risk (assuming approval). Links to Notes EFTA00665657 • Link to TEVA Note • Link to MYL Note • Link to MNTA Note Quick Background on Copaxone 3TW Litigation (front Sumant's note) Copaxone 3TW has new product exclusivity through 1/28/17 an