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jbog

06/27/12 10:56 AM

#9279 RE: DewDiligence #9278

I wouldn't be so fast assuming the street is going to look any differently at this transaction.

You are correct that Momenta isn't shackled by it's previous poor contracts but there is a big difference in having a duopoly versus an all out generic where price erosion is the main selling point. Lastly, I certainly think Teva will be a formidable competitor.