I think that the approval of M-Copaxone will not only boost Momenta for Copaxone itself, but we'll get some add back for Enoxaparin.
The street today looks at Momenta as a ticking time bomb because it's one and only profit center (enox) could dissipate overnight. Copax would add the safety that the street needs.
On the other hand, while we don't dare talk about it , there is a possibility that the FDA could deny or demand trials which will hurt us. The patents don't bother me because sooner or later they will disappear.
I do expect that Teva has the power to defend the sales of copaxone once a generic becomes available but we have many hurdles to get over before that.
Let's hope that something happens soon because before we know it Momenta will run through its tax credits and the street will have to factor in income taxes.
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