Replies to post #10766 on Momenta Pharmaceuticals, Inc. (MNTA)

[Rocky3]

The MNTA Copaxone deal with Novartis is unaffected by another generic.

Very true, BUT. But the real economic value of the approval will still be hugely affected by another generic. Both market share and price will go down significantly. Best result (by far) is mCop will be only generic. Most of the super high potential values for MNTA were based on it having the sole generic of both products. Even at same economics, difference of 50% of profit of 45% of market and 85% of price is very different from 50% of profit of 30% of market at 30-40% of price. Still might be a big number for MNTA, but nowhere as high as the original assumption.

Place your bets.