Replies to post #12985 on Momenta Pharmaceuticals, Inc. (MNTA)

[pollyvonwog]

more 40mg switch over by TEVA + the fact it gives other Gx copax players another 9 months to catch up with MNTA (if they havent caught up already).

[jbog]

I thought his change was because Momenta was changing its business model to chase Bio-similar's instead of complex generics. He makes the point that their run rate is excessive.

In hindsight, Momenta's burn rate is way too high to afford this type of direction change. All said and done I'm not sure Momenta will ever make a penny off of Lovenox or Copaxone if you consider their lifelong investment.

[indigokid]

The target price change seems overly dramatic given market share value of Copaxone has stayed about the same including recent price increase.

The shift to 3x weekly while dramatic may not hold very well with a generic at a 20-30% discount and no increase in efficacy. Insurance payors will likely mandate lower cost generic over 3x convenience.

Now that we are in 2015 seems like the patent expiry is more important than any legal case.

Maybe this firm is the broker for the shorts???