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

To: tuck who wrote (2885)	11/28/2011 3:58:52 PM
From: DewDiligence_on_SI	Read Replies (1) \| Respond to of 3027

You’re splitting semantic hairs on the purported distinction between a major amendment and a whole new agreement. From a practical standpoint, such a change would be a big deal no matter how you want to characterize it. >…if it turns out Sanofi's AG really has been suspended, I would think Momenta management would consider initiating such a negotiation.< I don’t think the AG has actually been suspended, although SNY has presumably stopped aggressively courting new accounts in order to maintain the price stability of a duopoly. Judge Gorton clearly had no intention of rescinding his own order on the PI, and the purported AG suspension was a convenient hook the Judge grabbed to justify the decision to maintain the PI pending appeal. Assigning more significance to it than that would be a mistake, IMO.