Momenta Pharmaceuticals, Inc. (MNTA)

[jbog]

vinman,

Per IMS data the current Copaxone market breaks down to 81% for the 40mg 3X dosing schedule and 19% to the 20mg daily regimen.

IMS reports that the 19% can be broken down to 13% for Teva and 6% for Sandoz.

After being on the market you can see that Sandoz hasn't positioned Glatopia anywhere close to what was expected. Why do we think that it'll perform any better with not only Mylan on the market but possibly many others over time.

Won't happen.

My theory from day one is that the generic market is so diluted that it is nothing but a pricing game and sadly Momenta is a slave to that market.