Momenta Pharmaceuticals, Inc. (MNTA)

[DewDiligence]

If the Script numbers stay this good for the next two months I think we get big attention.

NVS/MNTA’s share of Lovenox outpatient scripts has reached a plateau in the mid 80s (#msg-66023490) and it’s unlikely to go higher. NVS/MNTA do not want to take more than about 55% of the US Lovenox market by dollar sales (#msg-65934604) lest they induce SNY to launch an authorized generic, which would result is less profit for NVS and MNTA.

In other words, you should not expect to see “big attention” paid to MNTA because of the Lovenox script data per se. There are, however, several positive events for MNTA shareholders that could occur at any time (#msg-64630031).