找到了3B的可能原因

来源: huntridge 于 2017-10-14 07:47:43 [档案] [博客] [旧帖] [给我悄悄话] 本文已被阅读： 0 次 (1842 bytes)

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回答: 按照楼下算法,teva应该x2.因为预期赢利是4B而不是3B.另外bookvalue怎么可能是-32B？由 huntridge 于 2017-10-14 04:44:43

Teva says U.S. launch of Mylan's generic Copaxone 40 mg could shave $0.25 off Q4 EPS, patent appeals unsettled
       In a statement, Teva Pharmaceutical Industries (TEVA -12.2%) says Mylan's (MYL +18.2%) U.S. launch of its generic version of MS med Copaxone (glatiramer acetate) 40 mg could trim at least $0.25 off Q4's per-share earnings.
       The company says Mylan's launch should be considered "at-risk" because two appeals of earlier patent infringement rulings have yet to be adjudicated. One pertains to a December 2016 inter partes review that found all claims of three Copaxone patents to be unpatentable. The other involves a January 2017 district court decision that declared certain claims of four Copaxone patents invalid. The appeals have been fully briefed and oral arguments are next.
       Teva also sued five would-be generic competitors, including Mylan, for infringement of a patent covering a manufacturing process for glatiramer acetate product.

最终是不是会到3B，除了上面patent disputes因素，还有3个因素：generic药的价格，接受速度，和生产能力