Momenta Pharmaceuticals, Inc. (MNTA)

[Boing x 2]

'Regulardoc'


You win the brass ring.

NVS and Teva are not going down without a fight. NVS spent a year building up sales. If any are going to try and channel stuff, for the last quarter, I feel it will be Teva and NVS reps trying to cut WPI off at the draw.

The purchasing comment is right in there. Will people change to Amphastar for one drug vs. the known of Teva and NVS right now?
Does WPI have the clout of Teva or NVS remains to be seen.

If people are getting volume discounts from Teva and NVS with all their drugs, they might not change for just one drug.

Will pharmacists or a doctor go for the new over the known until the new has proved itself? Say what one will, but, Teva and NVS have big bucks to back them up if anything goes south like it did before. Does Amphastar have the kind of assets or liability insurance amounts that a Teva or NVS has? If I was a doctor or pharmacist, I would think about that one very close with no track record with the drug on their part. Approval and manufacturing track records are two different things.

They might be great when one can tell in a year.

I think the sell off is over done pending word if there will be a patent suit, or hearing what MNTA has to say.

I just hope they know they have a better chance than 75 percent to win on any patent suit. Less chance, makes for a harder win in my experience.