Replies to post #9277 on Momenta Pharmaceuticals, Inc. (MNTA)

[DewDiligence]

The two situations are not analogous. With Copaxone, MNTA has a 50% profit split with NVS regardless of whether other US generics are approved. Hence, a MYL approval would adversely affect NVS/MNTA’s market share and pricing, but it would not change the economics of the NVS-MNTA profit split (as occurred with Lovenox).