Momenta Pharmaceuticals, Inc. (MNTA)

[jbog]

I didn't listen to the CC but their print says they are at 51% and climbing. I don't think many would convert to an generic but I do expect other users would switch from some of the competing brands to generic.

Copaxone's volume are dropping way more than anyone here expected so I expect the generic market (Sandoz's portion) to be a fraction of what we expected. Couple that with the volume in general and the picture is bleak.