Leerink analyst Geoffrey Porges noted that Alexion shares fell abruptly after a report that the Brazilian Attorney General will allow for production of generic versions of Soliris. While certainly a negative headline, he estimates that about 5% of global Soliris revenue comes from Brazil, based on prior company disclosures. Even by completely removing these sales from his model, Porges' price target would decrease by $4-$5 per share, he said, adding that a generic developer of eculizumab would not be able to manufacture and sell an alternative product in Brazil for at least 2-3 years. The analyst, who thinks that the news is currently having an exaggerated impact on Alexion shares, has an Outperform rating on the stock.