Momenta Pharmaceuticals, Inc. (MNTA)

[Boing x 2]

Interesting recent video I found on Momenta.

http://www.boston.com/business/news/2015/09/28/globe-recipe-for-success-momenta/cbhgJ0F0tZbgGp5lMPwzSN/video.html

Considering the source, I would say this is big. Note this is for 2016.

https://www.express-scripts.com/art/open_enrollment/GASHBPRXPDFS_PrefDrugListAZ.pdf

I just noticed on this health plan Glatopa is mandatory as the drug to be filled. Column 2, Copaxone not on the list.

https://www.valleyhealthplan.org/sites/grp/pn/Pharm/Documents/Pharmacy/VHP_EMP_Formulary%2009.01.2015%20MSP.pdf

Not added until 9/1 so likely no impact on third quarter. Page 4,

http://www.lighthouseguild.org/wp-content/uploads/2014/10/Formulary-Changes6.pdf

My guess is Sandoz is setting up for 2016. A lot of negotiations go on for a following year. I am thinking they did not want to give the store away with approval half way through the year. Plus price of medicines likely to be an issue for 2016.

Another day closer to the CAFC opinion.

Boing X 2