$MNK Mallinckrodt's issue is only with Medicaid for Acthar, and there is unlikely to be any potential readthrough to Medicare or other products, the analyst said. "While the outcome from MNK's lawsuit is uncertain, we do believe it's prudent to risk-adjust Acthar future sales, which we lowered $73-172mm in 2019-2023E." BMO also reduced its EBITDA and EPS estimates. "However, we do think MNK could absorb this potential hit," Nachman said.