yes, payers say to customer you've done it before can't see why you can't do it again... in that scenario we're still gonna be rich!...
but think about it though, the patient in his or her privacy, has the once a day syringes at her disposal to do a 3x weekly dosing with Glatopa. So (s)he does this and save 1 dose of 20mg per week... that would save him or her more money... k
that would be nice, but wishful thinking. most likely insurers will give daily injections with huge savings or folks will be told they have to foot the difference. And who has that kind of money these days?
Since 20mg is a multiple of 40 mg... what is to stop a patient from administering himself or herself 2 doses of 20mg Glatopa 3x a week? It's equivalent to taking Copaxone 40mg 3x a week, isn't it? I think it's gonna happen, someone will figure it out and it will spread like wildfire among the MS community. .... thus we will corner the market sooner than 2017!...
I have a feeling MNTA/Sandoz knows this... they are just not saying it because of legal issues... moo k
but they are riverfront, they are... just check the SEC filings.. and I am betting big on MNTA's success regardless if they see it or not... I see it... that's all that matters to me...
anyway, i'm gonna tell you though that they aren't that all knowing... some were caught off guard with the FDA approval... moo k
Just hope its not a Terminator.
While this may add some benefit to Momenta and patients. Do not think its as big as you view it. The markets and the Fund managers would see what you see and start building positions and they just aren't. Maybe something some day just too early to say, and the pricing is telling you that.
Rick Shea said this in the Leerink Swan presentation... Of the phase I Necuparanib trial , "we have patients right now that is continuing to progress" and that they want to capture this data before presenting it. That is why they won't make it in an upcoming Summer Cancer Symposium... if they present, it will not be with the full set of data..
this is great news... Necuparanib works and patients are surviving beyond the average survival time of Abraxanne /Gemcitabine combo which is 8.7 months!... k
Easy especially if the results of the Pancreatic trials are favorable! This is a NO brainer! The Stifel funding is to excellerate the Pancreatic Trials pre partner to drive up the value pre partner, and also to help speed the approval of Humira as that is a Mega Billion BIOSIM in the wings!!
We are heading to $30 fast and should already be there with all the ingredients in the mix!
i think the market is reacting to the recent FDA approval and not necessarily the stifel Nicolaus deal. There are too many positives for the company... among them the consolidation of generics... They are shaking the tree. I for one will stick it out till the cows come home... k
Earnings report in short order will touch on all basis , especially the questions and answer time. Listen carefully.
not for many years.Way way far away.
Market reacting positively. I'm not sure why, with the recent approval, they'd have a need to raise more cash. They have quite a few dollars in the bank and no debt. Either acceleration of their pipeline development or maybe they have their eye on acquiring a company out there? Anyhow, still holding. ....
It looks like MNTA completed the first $75 million by selling $4.7 million worth of stock the past few days. That's about 260,000 shares at an average price of $18.06. k
I can't wait until the update everyone with the progress on Pancreatic Cancer drug! Another bulls eye for the company not taken into consideration at ALL???? This would be in the $40's if and when the press grabs ahold of that story. I am patient and buying, so I don't mind ;) Peace Longs!!