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Biotech / Medical : Momenta Pharmaceuticals Inc.

MNTA 52.48

0.0%

Oct 2 5:00 PM EST

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From: tuck	10/22/2010 10:27:12 AM
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I actually bothered to listen to this morning's webcast. Don't think there was anything especially new. Seemed hopeful for starting the copaxone trial before he end of the year -- which implies a markman ruling before then, too. He also acknowledged that clinical trials would be needed for generic antibodies, but did not go into what kind. Maintained that their characterization tech gave them a firs mover edge there, too. Usual mention of partnering discussions for M118 and FoB programs. Said about 30 companies in the FoB space. Talked more of a 45% share of the enoxaparin market. If inventories are relatively high, and those sales are being backed out for market share calculations, that would seem about right. Guided for a lower 4th Q revenue number, but we knew that already because of the aforementioned inventory stocking portion of 3rd Q sales. Cheers, Tuck

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