Replies to post #9280 on Momenta Pharmaceuticals, Inc. (MNTA)

[DewDiligence]

[Analyst, Ami Fadia of UBS] concluded by saying, "Further, we believe Teva will switch ~35% of the mkt to the new [thrice-weekly] version before generics enter.”

The 35% market-share forecast for thrice-weekly Copaxone is too high, IMO; I think 15-20% is more realistic given the awkwardness of a thrice-weekly dosing schedule and the longstanding safety record of regular Copaxone.

Also see the comments by genisi (#msg-76619930) and zipjet (#msg-76620852), both of whom are well informed about the MS market.

Note: thrice-weekly version uses twice as high a dose and twice as high a mg/ml concentration as regular Copaxone.

[jbog]

flo,

If that's what anyone considers 'defending' Momenta it would be hilarious to see what someone would write if they didn't like Momenta.

Keep watching the job postings and make sure to post when they are looking for new management or directors.