Momenta Pharmaceuticals, Inc. (MNTA)

[alternatepatel]

Indigokid, try plugging in few negative factors

1. That $4.4bn sales is WW, while US alone is $3.3bn I guess. Refer the CS sales estimates in my earlier post....US sales of brand+generic copaxone are expected to drop to $1bn by 2020

2. If Teva is to be believed, 70% patients will switch to oral MS meds rather than generic copaxone 40mg. Let's say actual no. is 30%, that too would make a big hole in sales.

3. At least mylan could catch up the competition in 2017. More competition may cause enoxaparin like situation.

4. In case of being sole generic, pricing pressure will be still there to compete with oral drugs and Teva itself.

5. Unpredictable FDA.