Eating somebody's lunch ain't cool.. it's better MNTA eats while TEVA eats as well ... I think a synergistic relationship will exist between the two. No one wants a price war. What good will it do?... there's a cold war now, but pressing the MAD- Mutually Assured Destruction button ain't the way to go... (a la Enoxaparin).
I think what this surging ownership show is a recognition that as a whole MNTA's technologies work. Wheeler made it known that they will not just bank on the two marketed drugs that they have. They'll crank out more. He's playing the numbers game. The institutions see this... price appreciation will follow... it is in the cards... moo k
I'm not a conspiracy theory kind of guy but I know realistically that kind of stuff unfortunately goes on. still sticking with MNTA....
I think the prezz knew of the trouble in their Indian operation when he scrubbed guidance for their generic Copaxone. it was indeed methodologies that was in question. They are having operational problems as highlighted in their press release yesterday. this bodes well for MNTA.... moo k
GS probably working with TEVA and their generic buyout. Teva stronger coustomer than Mnta . But will they change their mind if MNTA brings in 100 mill next qtr from Glatopa?
Read up and figure it out it's all right there in black and white. A huge win for the long term exclusivity for Momenta and their Copaxone Generic!! Watch it pick up in sales big time off of this development!!
Last reporting period shows that
the offering was absorbed by the biggies... led by
FMR +3.164 million
Vissium +2.761 mill
Discovery Capital, Capital World, Vanguard, Invesco, Blackrock etc. etc...
Increased position 16,797,466
Decreased position 5,775,289
New positions 2,835,665
Sold out positions 2,523,124
Lost revenue due to AMPH/Watson(AGN) at risk enox entry...
MNTA monthly Enoxaparin rev. ~$30 Million
Oct. 2011- August 2015 = 46 months
$30 Million x 46 months = $1.38 Billion
MNTA's share $1.38 Billion
Sandoz's share $1.38 Billion (due to 50/50 profit split)
$2.76 Billion potential judgement against AMPH/Watson (AGN) if MNTA/Sandoz wins the case.
Agree. As per CC the payers have been waiting for a more cost effective replacement ( full AP) for Copaxone. Teva raised their price too many times for there not to be a backlash, and MNTA will benefit from this , for at least 180 days or until another generic approved and introduced. See next qtr numbers around 55-65 mill / mo. net income. This will cut in to Teva's numbers, but they can hide all sorts of misinformation with their new acquisition.
DA Amphasta'rs prez
A need to feed psyche
Have hand in pants pocket
Make him feel a little coc-kie...
Other hand in the air
Declares he will win...
sets sight on the $100 million bond
posted by Momenta and team...
But Amphas' prez advisors
Got it all wrong...
It's them who will pay
No dancing no song
For a million, a billion$
To Momenta will go...
It's them who will win
Clear evidence it will show...
Information here thanks to user Boing X 2 on the MNTA IHub board
Kaiser has a new standing order:
Approved standing orders are written instructions issued by medical practitioners, in accordance with the regulations, authorizing pharmacy personnel at pharmacies owned or operated by Kaiser Foundation Health Plan to supply and administer specified medications under circumstances specified in the order.
Copaxone 20 mg/ml injection will be changed to glatiramer acetate 20 mg/ml injec- tion via standing order. The FDA recently approved Glatopa, a generic or biosimilar version of Copaxone 20 mg/ml.
Kaiser is pretty big, so we should get a boost from this.
Also, UNH is currently reviewing GLATOPA
UnitedHealthcare Evaluating Newly Approved MS and Cystic Fibrosis Drugs
Generic MS Drug Approved
Glatopa™, the first generic version of Teva’s Copaxone® (glatiramer) is a 20 mg once-daily injectable multiple sclerosis (MS) drug that was launched in the U.S. by Sandoz, a Novartis company, in June. It is the first substitutable generic version of Copaxone approved by the U.S. Food and Drug Administration (FDA).
Review and coverage decisions occur within six months of launch. This minimizes member disruption if the decision is made to permanently exclude a medication, as members have not yet utilized their pharmacy benefit for that medication and may already be using a covered alternative. Additionally, client costs are reduced through the use of lower-cost options.
The MS drug Glatopa will be excluded at launch for UnitedHealthcare customers with the Exclude at Launch program in place until an appropriate management strategy is determined. For groups without the program, Glatopa will be included in the notification and supply limit program.
Aetna already covers GLATOPA
I think this will ramp up nicely.
Sentiment: Strong Buy
After listening to the CC, not just reading it. I came away thinking it is not a leash around management's neck that Sandoz has, more like a vise on their nuts. With Rick Shea's retirement and no successor named yet , I question if they will need one- ie will Sandoz just take them out , based on a full understanding of Glatopa numbers.
Take your time... first inhale... then exhale... slow-w-wl-y... keep doing that for a moment...
Can;'t still breath?... do you have your asthma medicine?.... should we notify a doctor?... k
IF data is.... Strong (2020-2021) ... very strong (2017)..
Didn't Wheeler et al labeled the October Investor Day and the subsequent confirmation data on June 1 very strong data? So in a way then.. if Necuparanib stays its course it is on its way to an accelerated approval in the first half of 2017?!... this drug is Bad!...really really B-a-a-d!... moo k
A little of both but mainly Sandoz has a leash around their neck is my guess... revealing details now while the market is shaping up may open them up for lawsuits. Too many variables... Lawyers will swoop in at the first sign of stumble... things will get clearer as time goes by... but yeah, wouldn't it be nice to have the upper hand by knowing if MNTA is doing exceptionally well or not... to me I'm just satisfied that they have an income now... this is significant... moo k
With the approval of Glatopa said they could not give guidance because it had not launched but the CEO was happy to share many metrics, now it has launched and the say they still can't without any metrics . Either Sandoz has a leash around their neck or these guys are not being straight with the street. Not sure witch, but find it suspect in their lack of disclosure. Maybe this is why the insiders sold a good amount of stock.
Craig Wheeler ..
"On the novel drug side, our lead program, necuparanib is in Phase 2 and we expect to have top-line data in the first half of 2017. If these data are very strong we could seek accelerated approval at this point. If not, we will be on track for our first novel drug launch in 2020 or 2021." !!!..
previous CCs he was saying that data will come in as early as late 2016... this little aberration or change indicates that patients overall survival is longer. One, two, or three months tacked on to OS is a big improvement in the oncology world.... I think... mooo k