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Biotech / Medical : Momenta Pharmaceuticals Inc.

MNTA 52.48

0.0%

Oct 2 5:00 PM EST

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To: tuck who wrote (2881)	11/28/2011 11:15:11 AM
From: DewDiligence_on_SI	of 3027

>Are you basing your assessment of Natco's glatiramer acetate on Teva's statements about it in their rejected CP?< At the time of the post you are replying to (mid 2010), Teva’s public comments on Natco’s product were all I had to go on, so the short answer to your question is yes. Now that we also have the pleadings from the Copaxone patent case, I agree with you that some of Teva’s assertions about Natco are distorted. Natco’s product may be closer to Copaxone than Teva asserts, and hence MYL has a non-trivial probability of getting FDA approval. >…this is one of several parallels that remind me of Momenta's enoxaparin experience.< The parallel should not be taken too far, however; unlike the situation with Lovenox, MNTA can make a lot of money from Copaxone even if there are FDA-approved multiple generics on the market.

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