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ected just last week (filed by MYL). On their recent 2Q results call, TEVA mgmt was incrementally more confident around their defensibility of its IP & sees any potential generic launch (which would still be at risk in their view until all 5 patents are invalidated) not happening until 2H18 (see lit
laims are granted, TEVA will be viewed as the winner (given burden of proof is on the generics). Also note that the traditional P-IV challenge from MNTA/Sandoz/MYL/Amneal/Synthon/PFE/DRRD will kick off 26-Sep. 4 Net/net, a victory for TEVA likely sees a 10%+ move higher in my view (S58ish) while a negative out
cted just last week (filed by \IYL). On their recent 2Q results call, TEVA mgmt was incrementally more confident around their defensibility of its IP & sees any potential generic launch (which would still be at risk in their view until all 5 patents are invalidated) not happening until 2H18 (see lit
laims are granted, TEVA will be viewed as the winner (given burden of proof is on the generics). Also note that the traditional P-IV challenge from MNTA/Sandoz/MYL/AmneaUSynthon/PFE/DRRD will kick off 26-Sep. 4 Net/net, a victory for TEVA likely sees a 10%+ move higher in my view (S58ish) while a negative outc
ected just last week (filed by MYL). On their recent 2Q results call, TEVA mgmt was incrementally more confident around their defensibility of its IP & sees any potential generic launch (which would still be at risk in their view until all 5 patents are invalidated) not happening until 2H18 (see lit
laims are granted, TEVA will be viewed as the winner (given burden of proof is on the generics). Also note that the traditional P-IV challenge from MNTA/Sandoz/MYL/Amneal/Synthon/PFE/DRRD will kick off 26-Sep. 4 Net/net, a victory for TEVA likely sees a 10%+ move higher in my view (S58ish) while a negative ou
Entities connected to both IP & and MNTA/Sandoz/MYL

Jeffrey Epstein
PERSON
Marc Rich
PERSONPierce, Fenner & Smith Incorporated
ORGANIZATIONAmanda
PERSON
Richard Kahn
PERSON4 Net
ORGANIZATIONCopaxone Litigation Timeline
ORGANIZATIONHealthcare Specialist Sales
ORGANIZATIONReddy
LOCATIONDaniel Lundquist
PERSONSumant
ORGANIZATIONSector Specialist Sales
ORGANIZATION
Mylan
ORGANIZATIONTEVVF Pfd
ORGANIZATIONCopaxone
ORGANIZATIONMYL & MNTA
ORGANIZATIONEpiPen
ORGANIZATIONSandoz/NVS
ORGANIZATIONMYL Note
ORGANIZATIONCopaxone 3TW Litigation
ORGANIZATION