Momenta Pharmaceuticals, Inc. (MNTA)

[jbog]

According to the study, oral DMTs captured a significantly higher share at the end of 2016 compared to 2015 and while Biogen's Tecfidera leads the category, future projections are more favorable for Sanofi-Genzyme's Aubagio which has steadily been gaining share. However, not all orals are created equal and neurologists have varied preferences based on certain patient characteristics.

The expanding use of orals into first-line position is putting pressure on nearly all of the platform injectables, but most notably on Teva's Copaxone, for which surveyed neurologists have reported consecutive quarterly declines throughout 2016. Copaxone also faces a challenge from the first generic DMT to hit the market, Sandoz's Glatopa. The user base for Glatopa has been slowly expanding, driven largely by managed care mandates and although some neurologists (and their patients) are still reluctant to use Glatopa over Copaxone, willingness is higher to use Glatopa in the DMT-naïve patient as opposed to switching from Copaxone or other agents.

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