Momenta Pharmaceuticals, Inc. (MNTA)

[DewDiligence]

Re: Launch of generic 40mg Copaxone

I think the IPR hearing will have an impact on what happens on our future Glatopa sales. Do we get to start selling three times a week shots in the first quarter of next year or not.

Reading between the lines, I think it’s pretty clear NVS/MNTA will launch their 40mg generic as soon as the Hatch-Waxman stay expires in Jan 2017—provided, of course, that they have FDA approval by then.

The outcome of the IPR could be helpful to MNTA, if one or more of TEVA’s 40mg patents are revoked, but the patent trial on 40mg Copaxone will start in Sep 2016 regardless of the IPR outcome since the patent trial includes one patent that isn’t covered by the IPR.