Porges points out that there is an FDA-mandated safety study of Copaxone in combination with Tysabri.
Teva makes Copaxone, a treatment for multiple sclerosis that competes with the MS drugs made by Biogen Idec and Serono.
Porges points out that because of the side effect issues, doctors may choose to try Copaxone instead of Avonex as half of a drug combo.
More upside could come over the next year, as trial data comparing Rebif to Copaxone, another MS drug made by Teva Pharmaceutical Industries, is due out.
Gal wrote that the rise in Teva shares is justified, because the ruling puts off the U.S. entry of a generic Copaxone until at least 2012.
Before it was pulled, Tysabri cost more than Avonex or Copaxone, a treatment marketed by Teva Pharmaceutical Industries (nasdaq: TEVA - news - people ).
It is the world's biggest generic drugmaker, but nearly a fifth of its sales in 2010 came from a patented blockbuster, Copaxone, a drug used to treat multiple sclerosis.
Already approved by the Food and Drug Administration, Gilenya comes in the form of a pill, so its more convenient use is a plus, compared with Copaxone, which is injected.
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Teva makes Copaxone, a treatment for multiple sclerosis that competes with the MS drugs made by Biogen Idec (nasdaq: BIIB - news - people ) and Serono.
Value Line forecasts that Teva's growth will slow this year from competition for generic epilepsy drug Gabapentin and multiple sclerosis treatment Copaxone, which is its signal proprietary (that is, nongeneric) product.
Dr Lorna Layward, head of research at the society, said clinical trials had shown that some patients responded to current drugs in use such as beta interferon and copaxone, while others did not.
Years later, it is the first pill that can slow the progress of MS. All competing drugs, such as Avonex and Tysabri from Biogen Idec and Copaxone from Teva Pharmaceutical Industries, have to be injected.
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Another problem could come from Copaxone, an MS drug sold by Teva Pharmaceuticals (nasdaq: TEVA - news - people ) that is seen as perhaps less effective, but also has fewer side effects.
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