Momenta Pharmaceuticals, Inc. (MNTA)

[DewDiligence]

[Analyst, Ami Fadia of UBS] concluded by saying, "Further, we believe Teva will switch ~35% of the mkt to the new [thrice-weekly] version before generics enter.”

The 35% market-share forecast for thrice-weekly Copaxone is too high, IMO; I think 15-20% is more realistic given the awkwardness of a thrice-weekly dosing schedule and the longstanding safety record of regular Copaxone.

Also see the comments by genisi (#msg-76619930) and zipjet (#msg-76620852), both of whom are well informed about the MS market.

Note: thrice-weekly version uses twice as high a dose and twice as high a mg/ml concentration as regular Copaxone.