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indigokid

02/20/15 2:53 PM

#13116 RE: DewDiligence #13115

Yes. A little under the radar and a good generic to go after since everyone else is focusing on the big biologics.

semi_infinite

02/20/15 3:00 PM

#13118 RE: DewDiligence #13115

Do you see any technical barrier to entry from other FoB players? Seems that wherever there is money to be made (or the mirage of it), competition develops within months. Just as with Lovenox and probably Copaxone. They need multiple FoBs to have a viable business and it looks like that's what they are doing.

jbog

02/20/15 5:54 PM

#13120 RE: DewDiligence #13115

There are a few small guys working on Orencia so momenta's certainly not alone.