Replies to post #11210 on Momenta Pharmaceuticals, Inc. (MNTA)

[DewDiligence]

Moreover, MYL has its quarterly CC yesterday, on which executives continued to talk a big game with respect to Copaxone. Although not new info, such talk could be inducing some investors to sell (or avoid buying) MNTA.

[DewDiligence]

Thrice-weekly Copaxone had a 17% NRx share of the US Copaxone market in the week ending 2/21/14 (h/t @lomu_j):

https://twitter.com/lomu_j/status/439835207286267904/photo/1

The thrice-weekly product’s TRx (as opposed to NRx) share is 4.4%, but for new products NRx is considered a leading indicator of where TRx is headed.

I’m expecting the thrice-weekly’s TRx to plateau at around 20% rather than the 30-50% share Teva talks about getting. Still, the above script data could be part of the reason for the MNTA sell-off yesterday.