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


To: DewDiligence_on_SI who wrote (2537)10/25/2010 4:56:01 AM
From: Robohogs  Respond to of 3027
 
And if GM turns out to be lower for some reason,.....it seemed the marginal GM was 30ish% for Sandoz but I imagine some of that has to do with inflation in costs and not much pricing power right now.

Jon



To: DewDiligence_on_SI who wrote (2537)10/25/2010 8:04:35 AM
From: Jeffry K. Smith  Read Replies (1) | Respond to of 3027
 
"Try not to miss the forest for the trees :-)"

Are you saying that despite your confidence in MNTA, you would not necessarily have traded in your stock for options?

THey certainly have lots of premium, don't they?



To: DewDiligence_on_SI who wrote (2537)10/25/2010 9:51:30 AM
From: tuck  Respond to of 3027
 
I hope to be nimble; because of the Teva shell game, I would expect a spike to be retraced to some degree, and fairly quickly. Using March paper.

Keeping my core position, this is a trade.

Cheers, Tuck