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

To: tuck who wrote (2939)	10/24/2012 6:01:53 PM
From: tuck	Respond to of 3027

Karst updates as rehearing petitions have been filed: http:/// (thanks to Dew for the dig) One aspect that has been in the back of my mind but hadn't really formed coherently was put nicely by Karst at the end: that the decision goes beyond mEnox to future endeavors in the biologics arena, since similar FDA procedures and patents are likely to be key. So this is huge, as I don't give MNTA good odds of prevailing on Copaxone in court, though I think they'll be first to be approved. In terms of changing Momenta's situation, a loss here reduces them to a later than hoped for entry with Copaxone, and an early oncology candidate. I would bail what's left of my position. I haven't yet, because I think their odds of prevailing on this are pretty good. I guess it resolves ~1H13. Cheers, Tuck