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Biotech / Medical : Momenta Pharmaceuticals Inc.
MNTA 52.480.0%Oct 2 5:00 PM EST
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To: mopgcw who wrote (2823)9/19/2011 5:18:43 PM
From: tuck  Read Replies (1) of 3027
 
Back to the shoot out at mC corral . . . Credit Suisse's notes on the trial up to Friday, courtesy of IHub's jbog:

Credit Suisse's Copaxone Lawsuit Notes Days 1 thru 7:

Looking at this, my gut says non-infringement is the only realistic hope left for MNTA/Sandoz, since the burden of proof is on Teva for that defense. The others look murky enough to be decided in favor of Teva, since MNTA/Sandoz has the burden of proof in those.

My gut says Teva is likely to win (8:3 odds). It also says that if Amphastar can get enoxparin approved, Momenta can get Copaxone approved. But it will have to wait until 2014 to launch. Dunno what to say about Mylan/Natco's chances in that area now. Still slim, I guess, but not as slim as they used to be, say 15% now. Would probably be well after MNTA, but they might get it before the patents expire.

Cheers, Tuck
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