Momenta Pharmaceuticals Inc. Message Board

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Biotech / Medical : Momenta Pharmaceuticals Inc.

MNTA 52.48

0.0%

Oct 2 5:00 PM EST

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To: idos who wrote (2837)	9/24/2011 8:32:13 AM
From: IRWIN JAMES FRANKEL	of 3027

>>Their profit will probably be cut in a lot more than half soon. Yep. >>Since Amphastar is approved seems much more reasonable that others will follow and an AG too. My guess is we see the AG very soon - before the WPI launch. >>So not only MNTA's royalties will be cut also the drug's price plus smaller market share for each one. Yep. WPI+AG and the US total market goes to ~$1.8B, throw in tL and call it $1.5B. One analyst values the revenue stream of mL at $1.67 ps. Going from earning a buck/Q to the total value of the stream at $1.67 is a huge hit. I doubt the hit is that big. ij

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