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Re: jbog post# 10760

Tuesday, 07/30/2013 12:54:54 AM

Tuesday, July 30, 2013 12:54:54 AM

Post# of 20689
""That is a strange prediction. So MNTA gets a boost upon Copaxone approval the doesn't rise as cash comes in from Copaxone sales.""

{{It's the same scenario as the enox approvals. Momenta never matched it's post approval pop did it? }}


It is fundamentally different. With Lovenox, there was always the chance another generic would come out and dramatically cut MNTA's percentage of revenues. The MNTA Copaxone deal with Novartis is unaffected by another generic.