Momenta Pharmaceuticals, Inc. (MNTA)

[RockRat]

So the vials are a $15 million market opportunity? Seems worth a sANDA from MNTA/Sandoz. Why isn't that being done? Is the regulatory/manufacturing/marketing cost (the latter to dig out entrenched Sanofi presence in the vial arena) so great as to be not worth a go from the team that already proved they can make the product? Could the generic go for the whole 30 million dollar enchilada w/o fear of an AG in the vial space? Very rough estimate, worth about 3 cents per share to MNTA. 5 cents if no AG for vials & no effect on syringe situation. I can understand why they would not do this when they are capacity constrained, but by the time they got it approved, that should no longer be the case.

I thought Hospira was a relatively serious company; why do they sacrifice their credibility on this program? It's not like they are subject to Zebra's Law.

Just very odd, IMO.

Might be a worthy question to ask of IR. Keep 'em on their toes.

Regards, RockRat