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Biotech / Medical : Momenta Pharmaceuticals Inc.
MNTA 52.480.0%Oct 2 5:00 PM EST

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To: IRWIN JAMES FRANKEL who wrote (2724)1/25/2011 4:45:58 PM
From: Biomaven  Read Replies (2) of 3027
 
>>place probability of TEVA launching if approved?

Also very high. Teva is not afraid of at-risk launches, and MNTA's argument might prove quite difficult as it raises complex issues. For example, it's quite possible that Teva "infringed" during their development process (outside the US), but are no longer infringing during the manufacturing and quality control process. Teva likely has the best pharmaceutical patent-law talent in the world - that's how they make their living.

I have no idea how a case might be decided at the end of the day, but I do know that such a decision would be many years away.

Turning to a valuation issue - if you were to assume Teva gets approval say 4 months from now (which is likely best case for them), about how much cash per share would MNTA have at that point?

Peter
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