Replies to post #15260 on Momenta Pharmaceuticals, Inc. (MNTA)

[jbog]

I have the 1/15 Ims numbers and it looks like the NRX are getting better. Maybe they can still grow because I still think they aren't meaningful and if another entry appears Copaxone daily will be just like Enox.

Teva's NRX is surprisingly high which I interpret that many doc write a yearly script.

Tecfidera (BIIB) TRX 8,612 1.8% NRX 2,259 18.1%

Copaxone (TEVA) TRX 9,551 3.2% NRX 2,303 25.2%

Glatopa (NOVN) TRX 738 -3.0% NRX 236 5.8%

PS, Teva's stock has not been affected by the meltdown in the Pharma sector this year....yet.

[jbog]

IMS for 1/22/16

Tecfidera TRX 8,509 -1.2% NRX 2,213 -2.0%

Copaxone TRX 9,154 -4.2% NRX 2,126 -7.7%

Glatopa TRX 710 -3.8% NRX 213 -9.7%

From these numbers I'd say we're stuck in the mud. Roughly speaking, it looks like Teva probably is approaching the 80% mark of converting patients to their 3X dosing schedule. It looks like Teva and Sandoz are just about splitting the Daily users 50-50.

Momenta needs a break.