Replies to post #10814 on Momenta Pharmaceuticals, Inc. (MNTA)

[indigokid]

One other issue that comes to mind in thinking about NPV that would be a factor to handicap:

6) Will Teva increase the Copaxone price by another 10% + in early 2014? (prior to any generic launch in late May - just as they have done every year for the last decade plus)

[jmkobers]

This thread is the problem with MNTA as an investment, as it was with Lovenox. It gets even dicier if the question is changed to "what if MNTA gets approved in the next 6 months and MYL doesn't".

Too many moving parts, what-ifs and wait and sees for the market to ever value MNTA fully(or even close to what most longs expect), even if MNTA gets its dream scenario of first and only approval at some point. The market will heavily discount it based on the assumption that one or more of the variables mentioned will go against MNTA sooner or later. And chances are quite high they will be proven correct.

This is setting up as mEnox all over again.