Epstein Secrets

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

den 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 outcome likely sees 5% downside to around $50/sh (given

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

rden 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 outcome likely sees 5% downside to around $50/sh (given

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

den 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 outcome likely sees 5% downside to around $50/sh (given