Momenta Pharmaceuticals, Inc. (MNTA)

[joethdo]

There is a compelling short-term investment thesis with MNTA.

If:

a) You believe that MNTA has successfully characterized Copaxone and;

b) You believe that FTA approval will occur sometime before the expiration of TEVA's patents.

Then:

c) There is a strong possibility that the stock will appreciate significantly on the announcement in b). Why would I sell now just as the Copaxone story is most likely about to begin? (And I believe that, given that MYL submitted its ANDA 14 months after MNTA and they just repurposed a generic that already exists, that MNTA will probably have decent revenues for quite some time after aapproval.)