Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: semi_infinite who wrote (2796)	6/20/2011 5:35:08 PM
From: ghmm	Respond to of 3027

At the Goldman conference Wheeler had a good comment that may answer your question #3 biotechduediligence.com (Thanks to BioDD for the notes) Of course if your worried about that you could buy XNPT :-) seekingalpha.com (Thanks to Biomaven for the nice write up)

To: semi_infinite who wrote (2796)	6/20/2011 5:39:03 PM
From: DewDiligence_on_SI	Respond to of 3027

>If MNTA cannot overturn Teva's patents then it will be 2014 or later before we see a generic.< Not necessarily. Because the statutory Hatch-Waxman stay has expired, NVS/MNTA can launch generic Copaxone as soon as they get FDA approval. If NVS/MNTA do get FDA approval, I expect Teva to settle the Copaxone patent case in short order—see siliconinvestor.com . p.s. Discussions addressing your other numbered points can be found in the MNTA ReadMeFirst at siliconinvestor.com .