News Focus
News Focus
Followers 28
Posts 4683
Boards Moderated 0
Alias Born 07/25/2007

Re: pollyvonwog post# 10827

Monday, 08/12/2013 11:20:55 AM

Monday, August 12, 2013 11:20:55 AM

Post# of 20689
pollywog,

Right on target with your analysis. The big difference regarding mCopaxone vs mLovenox is that MNTA's share of revenues from their partner won't change if a second generic enters the market. A second generic is what kept MNTA's price lower. If MNTA had the Copaxone type deal for mENOX, they would be getting $80-$100 million/quarter despite Amphastar's entry. That would have made a dramatic difference in MNTAs stock price.