Replies to post #18045 on Momenta Pharmaceuticals, Inc. (MNTA)

[jbog]

The delay of Copaxone 40mg could prove more damaging than previously thought.

If you look at the Copaxone 20 mg IMS prescription curve you'll find that it peaked within 90 days of approval. That means that the neuro doctors who wanted their patients to change, changed quickly and no one added to it.

If the same curve applies to the 40mg version it would seem that Mylan will have this group of patients locked up well before Momenta's 40mg hits the market.

The bright side is I don't think Mylan will effect the meager quantity of sales of Momenta's 20mg patient pool but the price will be lower.