Momenta Pharmaceuticals, Inc. (MNTA)

[DFRAI]

MNTA

FDA can approve Copaxone - it will be decision to launch at risk and it may fizzle quickly if multiple players are approved
Baxter - due to restructuring, it is unlikely they will option the next 3 targets
Cancer - phase 1 mature data to be released late in the year. Phase 2 in late 2016

Seems that MNTA has only one shot on goal this year - Copaxone launch

Maybe IVig program a distant second.

Do you think the market has discounted Baxter's option for the 3 molecules or we are looking at further price weakness