Replies to post #118173 on Biotech Values

[sodrock]

MNTA—The competing product Jim Roach mentioned is the one from Regado Biosciences. See #msg-55640856 and follow the Reply chain.

p.s. I'm not concerned about SNY's launching an authorized generic.

I have heard no such thing about SNY AG... I try to confirm.. To be honest SNY has exhausted their relationships by handcuffing hospitals with contracts for many years.. The only threats to m-enox are TEVA(but we all know that story) and orals. period.

p.s. unfractionated heparin is a threat as well but guidelines and hospital quality departments will prevent this in the future.

[ghmm]

Thanks for the reply and link. Glad your not worried about and AG. As Momenta gets above 50% and keeps increasing I start to have concern :-).

My M118 comment was not aimed at Regado being a possible competitor. I was more wondering about what Momenta may be doing with respect to preparing for a M118 trial of some sort as Jim Roach seemed to be saying.