EFTA00820341Set 9
2016-08-256p1,243w
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 ... Copaxone 3x/week (3TW) generics coming to the market in 2018.
Note consensus (& our analyst Sumant's model) already assume generics enter in I Q17 based on NCE-
exclusivity going. Teva ... still yet to receive approval 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
https://www.justice.gov/epstein/files/DataSet%209/EFTA00820341.pdf
EFTA00820350Set 9
2016-08-256p1,339w
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 ... Copaxone 3x/week (3TW) generics coming to the market in 2018.
Note consensus (& our analyst Sumant's model) already assume generics enter in 1Q17 based on NCE-
exclusivity going. Teva ... still yet to receive approval for 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
https://www.justice.gov/epstein/files/DataSet%209/EFTA00820350.pdf
EFTA00665656Set 9
2016-08-256p1,417w
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 ... 3x/week (31'W) generics coming to the market in 2018.
Note consensus (& our analyst Sumant's model) already assume generics enter in 1Q17 based on NCE-
exclusivity going. Teva ... still yet to receive approval 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
https://www.justice.gov/epstein/files/DataSet%209/EFTA00665656.pdf
EFTA00782667Set 9
2018-07-1617p2,100w
Sender:
Participants: ( ), Self ( jeeitunes®gmail.com )
Thanks for yesterday
Sumant loved how you think
EFTA00782677
iMessage
2018-07-17 13:31:08 (11TC) r71
Sender:
Participants: ), Self ( e:jeeitunes@gmail.com )
Thanks ... yesterday
Sumant loved how you think
iMessage
[1] 2018-07-17 14:03:48 (UTC)
Sender: Self ( jeeitunes® ail.com
Participants: Harry Fish ( ), Self (jeeitunes®gmail.com )
12?
iMessage
https://www.justice.gov/epstein/files/DataSet%209/EFTA00782667.pdf
EFTA02005667Set 10
72p5,923w
PE/VC exp, Harvard JD, MIT Sloan MBA, BCG
- Brock Pierce — Online Gaming Fund
- Sumant Mandal — Fund II, Ill
- 10 yrs VC exp, 7 yrs operating exp in India, Kellogg
https://www.justice.gov/epstein/files/DataSet%2010/EFTA02005667.pdf