Momenta Pharmaceuticals, Inc. (MNTA)

[pollyvonwog]

Well they won't be getting MNTAs bond at least per AMPHs own admission :P

FWIW JPM conferences is a good listen. Really enjoyed the Orencia story and I implore everyone to check out the Humira fob PK study slide. Impressive stuff. Also some good tidbits about why Glatopa is only at 30% for the 20mg (summary: TEVA is kicking Sandoz's ass, at least for now as it takes time to catch up to TEVA's moves).


For thrice weekly CW really harped on the fact that you'll need a 20mg formulation to get approved for the thrice weekly, which of course MNTA is the only one that has. Maybe I'm reading too much into it (and it's impossible to know of course), but doesn't seem like he unduly concerned about another entrant any time soon (watch synthon get approved tomorrow).

Anyway, rough day/year for bios all around, but I think MNTA will put up some nice returns in 2016.

And specifically for JBog: You've obviously been pretty vocal that MNTAs biosim strategy won't work. Do you still think that way even after Mylan has validated what they are doing?