Replies to post #16192 on Momenta Pharmaceuticals, Inc. (MNTA)

[DewDiligence]

I have never seen such a fierce price erosion/competition for any other generic product.

You presumably haven’t followed the generic-drug industry closely. When there are multiple generics in the market, extreme price erosion is the norm.

What do you think about the odds of winning [the Lovenox patent case] against Amphastar?

Pretty good; however, the case won’t be decided for several years insofar as the retrial in the District Court does not start until Jul 2017 (#msg-126258608). If Amphastar loses in the District Court, they will, of course, appeal (unless the case is settled).

This can happen with Copaxone too?

Yes it can—but would-be competitors will have to achieve the required degree of sameness to branded Copaxone on their own, instead of exploiting MNTA’s technology, as was the case with Lovenox. Moreover, would-be competitors will have to circumvent MNTA’s IP on how to reverse-engineer Copaxone or face the possibility of a patent-infringement lawsuit from MNTA.

Please see the next post for a list of posts re potential competition for generic Copaxone.