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

To: rkrw who wrote (2574)	10/28/2010 11:06:26 AM
From: Jeffry K. Smith	Respond to of 3027

>>Seems like an awful lot of attention and discussion of this with no real way of knowing the finer and more important details.<< Like many things in life, a great deal depends on reputation. I don't know DD to be accurate in this instance or any other, but I greatly respect what he has to say. He seems to have deep and broad knowledge, and quite frequently backs up what he has to say with cites to authority. In addition, I've not seen him push any stock, rather he simply offers information, which in the case of MNTA has been accurate and profitable. That's my 2 cents.

To: rkrw who wrote (2574)	10/28/2010 11:19:41 AM
From: tom pope	Respond to of 3027

And Genisi's reply to DD's reply. Murkier and murkier. I find this very hard to believe. I know first hand that even with small projects when Teva is involved they insist on taking every molecule or procedure and test them in-house before moving to the next step. And it's not that Teva doesn't have the ability or knowledge to do MALDI-MS, ESI-MS, HPLC, NMR and such to characterize enoxaparin (although not to the higher quality Momenta can). Posted for those who don't go to Dew's board, there may be some.

To: rkrw who wrote (2574)	10/28/2010 11:35:41 AM
From: idos	Respond to of 3027

I can try and ask but it's the 'silent period' now, so only next week after Teva reports, and even then information will not be first hand but via a local analyst who covers Teva.

To: rkrw who wrote (2574)	11/2/2010 5:45:40 AM
From: idos	Read Replies (1) \| Respond to of 3027

Just got an indirect (from an analyst who met Teva's CFO) reply. Before asking me more questions please bear in mind these facts: I wasn't present, I'm translating from Hebrew and I'm going away in two days and need to organize my surroundings and pack :) He knows about the "rumors". Teva normally do not discuss its API suppliers or product sources. About 40% of this generic product comes from out source. He knows ItalFarmaco and its drug marketed in India by Lupin. Teva's generic is different from Lupin's. I have emailed two analysts and this is the reply from the 1st one. I'll try to post the other if I get it before I leave.