Replies to post #1358 on Momenta Pharmaceuticals, Inc. (MNTA)

[y3maxx]

"Flo just stated it very well. TEVA is a $49 billion company and they have a lot of influence. Many of the analysts and the brokerages have vested interests in promoting TEVA, and to foster their goodwill. Why in God's name would they put themselves on the line by publically criticizing TEVA until they have to do so? The street will continue to buy whatever TEVA is selling until they are forced to retreat. TEVA is playing it very well by continually keeping the specter of T-enox alive."

Bravo vinmantoo.

I posted earlier this story is like David & Goliath...Upstart MNTA is 2% of Teva's Market Cap.

Only Goliath is Jewish in this case.



y3

[tekcor_atnm]

You have really asked only one question, why does the street consistently believe TEVA despite their having been wrong on their past two t-enox timeline predictions. It has nothing to do with MNTA and its credibility

I disagree.

TEVA consistently says that tEnox is progressing toward approval. And every time the street seems to side with them.

MNTA says if TEVA were to get tEnox approved then they believe that TEVA infringed their patents. And now MNTA's pps is lower than when they asserted this. Isn't MNTA's credibility/mgmt accountable when they asserted this?

Going back to this last event ("minor deficiency" letter), I think TEVA's management was very shrewd. Maybe their tEnox credibility was taking a hit when the end of the year passed and no tEnox. What did they do then? They announce that they will have something to report at the end of Jan. And right on time they had news just as they said/promised they would. Sure it wasn't approval, but they did what they said they were going to do and are showing their investors that they are working hard for them.

With MNTA's offering, their lack of communication regarding stategic/future direction, lack of aggressiveness (compared to TEVA), they have lost credibility with me as an investor.

For example, why can't Wheeler say "We would be very dissapointed if mCopaxone was not approved in 2011"? Or, "We have used the same successful/proven techniques/technology that we utilized for mEnox to create mCopaxone and that's why we are confident of FDA approval". Hey, these type of tactics work for TEVA.