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

To: idos who wrote (2837)	9/21/2011 10:49:12 AM
From: mopgcw	Read Replies (2) \| Respond to of 3027

Their profit will probably be cut in a lot more than half soon. maybe. maybe not.

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

To: idos who wrote (2837)	10/24/2011 5:33:12 PM
From: tuck	Read Replies (1) \| Respond to of 3027

I was not expecting this until Amphastar or Teva hit the market. This is presumably triggered by Sanofi believing that Amphastar is, in fact, going to launch this quarter. What is especially odd is that Sanofi could have waited one more day, or at most one more week, and probably gotten more clarity on that belief. Thoughts? Does this affect damages/settlement terms from Amphastar? Would Sanofi unlaunch if MNTA gets its PI? What happens to the MNTA Sandoz terms then? TIA & Cheers, Tuck