Replies to post #114780 on Biotech Values

[vinmantoo]

jbog,

<The timing of Teva's enox is meaningless to the street. As long as the threat is there the street won't accept Momenta.>

Of course that only works in the short run. I was originally talking about 3 quarters of m-enox as the sole generic before the reality that T-enox won't be coming sets in, and that is still a decent estimate. As MNTA's cash position builds and TEVA remains silent, MNTA market cap will rise.