Biotech Values

[jbog]

I just don't think the economics will work for them to go forward. The competition for biosimilar's will be intense and Momenta and Baxter combined will be out of their league.

I think Momenta will eventually get MC, but I'm not sure it'll be before 2014. Once they get it, I wouldn't rule out Mylan also arriving.

Teva won't play nice so I don't see them setting the world on fire. They will be profitable with MC, but as always the only value an bio can derive is from it's future and that's where Momenta fails.