Momenta Pharmaceuticals, Inc. (MNTA)

[RockRat]

This patented PEN-MALDI technique used to determine p8 for the first time, does not give Momenta (MIT) ownership of p8. Nor does it mean other techniques aren't out there that can also characterize p8 ( for example Integral Glycan Sequencing might do it, albeit relatively slowly http://www.ncbi.nlm.nih.gov/pmc/articles/PMC15832/ ). So a complete block or impossible for Teva to characterize and produce in a controlled fashion? I would not entirely rule that out. That said, it appears to be the fastest technique that is sufficiently precise. Without it, Teva is still at best a year behind, IMO, and as you suggest, may never manage it.

I posted at some length regarding the IP here. You may have already seen that stuff, since you asked for my input. If not, you can surf the links back and forth from here:

http://investorshub.advfn.com/boards/read_msg.aspx?message_id=55342406

WRT to cost of FOB's. Even with more than 2 players, the floor cost is going to be much higher, because they are so much more expensive to make than small molecule drugs. Where are we with Lovenox? About 20% cheaper than before m-enox? And enoxaparin is cheaper to make than FOBs. Still, a few annual billions could be saved. More affordable, yes. Affordable, no, not really. Agree with you here.

Regards, RockRat