Replies to post #3107 on Momenta Pharmaceuticals, Inc. (MNTA)

[go seek]

disagree... think they are concerned about balancing their share of sales relative to SA.

CW is not any more vague than most biotech CEO's given disclosure limitations et al.

regards,

[IB2011]

This is a very interesting post, Jbog. What are the implications for the manufacturing of M-Copax? Do they have the facilities ready to go and what is the capacity?

[10nisman]

Now, between you and me, if Sandoz/Momenta doesn't feel that adding a trival amount of money to expand production is worth it, there is no question that they think Enox-o-what is not only possible, but inevitable. Adding new production would cost a measly sum ($50ish mil, max) but it would take years to complete and get approved. I'm guessing it's the 'time' that is holding them back.

Or the fact is Sandoz/Momenta already have 45-50% share and there is no economic reason to build out additional supply or take more market share when SNY could AG. Why rock the boat when you don't need too especially with new production would take years to build out and get approved? In addition, CW's remark could also be downplaying Sandoz/Momenta's production and supply chain capacity in order to keep SNY happy.

[mouton29]

<<Now, between you and me, if Sandoz/Momenta doesn't feel that adding a trival amount of money to expand production is worth it, there is no question that they think Enox-o-what is not only possible, but inevitable.

Adding new production would cost a measly sum ($50ish mil, max) but it would take years to complete and get approved. I'm guessing it's the 'time' that is holding them back.>>

But the objective is to maximize profit, not revenue. You are assuming that if Sandoz/Momenta increases capacity significantly above 50%, that Sanofi does nothing in response, no price war,. no authorized generic, they just sit there and watch their market share and profit go down. Sort of like Johnny Tyler in Tombstone (Wyatt Earp: You gonna do somethin'? Or are you just gonna stand there and bleed?)

[sodrock]

Jbog, could assume that; but you are forgetting one astute point. Allowing SNY 50-55% mkt share protects them from an authorized generic from SNY. So yes it could be tenox but more than likely Sandoz is protecting their business by not attempting to take additional hospital business..

And it is very difficult to acquire. raw materials at the moment for heparin as well

Edit: 10nis, I noticed you already addressed this..