I think this seems to be an overreaction if it is due to lawsuit. These kind of things keep on happening on the lawsuit side. I am sure Natco would not have taken money to drop some patent claims and for sure BMS would not have offered directly as it is illegal.
Even for Lenalidomide there is a suit which is ongoing where again the issue is similar - Innovator trying to delay value destruction by offering settlement to generic companies pn specific terms. No outcome can be predicted and hence it remains as contingent liability, but nothing more at this point of time.
Pomalidomide is a smaller molecule and dont think there is any settlement to delay genericization…
There might be other reason for rhis correction which i am not aware of.
Regards
Nikhil
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