Replies to post #17769 on Momenta Pharmaceuticals, Inc. (MNTA)

[jmkobers]

<<No, I haven’t downgraded my assessment of MNTA’s technology>>

Wow, sad. What returns has this "technology" delivered to investors over the last 10 years?

C'mon man stop pumping this garbage. People are losing real money here, and for some reason they trust your opinion.

[biopearl]

Dew, thanks for responding. It would seem that over the short term there will be three Copax 40 mg products on the US market once MNTA is approved. The value to MNTA should still be substantial but not a windfall. After copax and beyond milestone payments, do you see that next value creating event as market approval for the Orencia copy? And, Illegitimi non carborundum etc from an old correspondent and friend. bp

[alternatepatel]

Dew, Can you please explain how MNTA could have done better at preventing TEVA from switching the patients on 40mg?

Rather, the primary blow to MNTA’s Copaxone franchise was MNTA’s unpreparedness for TEVA’s switching the market from 20mg Copaxone to 40mg. This was a business failure on MNTA’s part, not a technical failure.