On their CC they mentioned a launch this year nothing on timing. But we know patent expires in Sept. that's the latest date for a litigation free launch.
If you want to sell your house and you have a solar lease system on it, you might be out of luck. The new home buyer would half to agree to the lease or the sale won't make it through escrow, this is a problem that will affect people down the road. Or the system would be removed.
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.
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.
which is why it will be interesting to hear the conference call in a couple of weeks as to any info on launch and risk profile. I think they should wait for appellate court to weigh in , no need to do at risk launch. IMHO. This opens for 3 times substitution couple years away formulation which is the big prize.
Think your too high. between 75-125 mill then increasing from new diagnosis. So model off of 75 mill with an upward bias for 2016..
As more investors accept the premise that revenue will increase over the coming years, and that their science is sound this will move up. Whether its 30% of a 3 billion market all to themselves for a while then sharing it with another pharma co . for Copaxone.I remember that economics(cost of product) plays a big role in todays drug market.and how the providers will instruct their clientele to be beneficial to the bottom line while still maintaining standard of care.
The gamble still shows in the lackluster performance from this approval, the patent case still dark cloud on horizon , but Sept clear sailing. The 10 mill milestone will be nice so will a 10 mill launch pmt. Half to wait and see on revenue numbers -months away.Still think this will be worth more next year.
No Copaxone launch. Continuing patent fights- might go till Sept. At latest check. Biggy is the NO FDA Approval. With the company themselves having no clarity on any if at all .It could be , might be but as of yet not at all- same story at next earnings release. watch and wait.
It's not about guidance. Execution will allways trump guidance. ,and they are executing well.
Nothing coming this way. Not until they can prove multiple acceptance of their process- that copaxone approval is pivotal to the future is an understatement. And they have nothing to fund all future possibilities. Any potential suitor will wait for proof of concept or buy in bankruptcy. JMHO.