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Biotech / Medical : Momenta Pharmaceuticals Inc. -- Ignore unavailable to you. Want to Upgrade?

To: DewDiligence_on_SI who wrote (2322)	11/28/2011 3:11:50 AM
From: tuck	Read Replies (1) \| Respond to of 3027

Are you basing your assessment of Natco's glatiramer acetate on Teva's statements about it in their rejected CP? Having read the post trial pleadings from Teva regarding both Mylan's and Sandoz' versions, I find Teva's verbiage denigrating them both to be about the same, and consistent with the language in the CP. Except that Teva hasn't physically been able to test Sandoz' batches, and can only attack them on the basis of documents discovered in court. Mylan had stated during the court proceeding that making & testing copolymer-1 was routine in the 90s. I gather it was to Teva's advantage to accept that statement for the sake of legal argument, whether it believed it or not. Still, this is one of several parallels that remind me of Momenta's enoxaparin experience. I'm not saying it's high odds that Mylan has an approvable copolymer product here, but I worry a little that it's too heavily discounted, especially if Mylan has any latitude to tweak it (or gets Natco or even a 3rd party to do so). Cheers, Tuck