Momenta Pharmaceuticals, Inc. (MNTA)

[jbog]

Indi.

A couple of notes. Copax sale in the US are about $3.3 bil. 84% is for the 40mg dose so 40mg sales are running about $2.8 bil year.

If a duopoly is created I would expect a 20% price drop and a 60/40 split between Teva / Sandoz. That would work out that sales would be around $2.25 Bil with Teva getting $1.35 bil and Sandoz the balance of $900 Mil.

The $900 mil would probably net out at about $360 mil for Momenta. Nice

It would probably take about 2 years to get to this position, and because of that, it'll never happen. Competition will do to Copaxone just what it did to Enox., in essence make it worthless.

The only difference being that the original company will retain more sales.