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


To: tuck who wrote (2831)9/19/2011 5:13:58 PM
From: DewDiligence_on_SI  Read Replies (1) | Respond to of 3027
 
All dosage forms of Lovenox—both vials and syringes—have concentrations of 100mg/ml or 150mg/ml, so I don’t think Amphastar’s approval excludes any dosage forms.



To: tuck who wrote (2831)9/20/2011 7:35:09 PM
From: mopgcw  Read Replies (1) | Respond to of 3027
 
i haven't bought here yet. i thought about trying to play the bounce a bit, but chickened out.

i figure, they had what $5/share cash in june. they make another $1+ this Q and what $0.75 in q4? gets you you to $6-$7 cash on hand. so $8-$9/share, i would add a little to my position.

i agree with rk -- if it gets cheap enough, nvs munches them, and at $8 the platform/technology is free.

i can't help but think this is an overreaction. it is not as though their sales will go to 0 is it? cut it in 1/2 and you still get $2/yr. a 5x = $10/share for that alone. so i am sitting still for the haul. seems like a good optionality.

am i missing something? most likely i am.

gambatte
George