Momenta Pharmaceuticals, Inc. (MNTA)

[tony111]

I don't think it matters if the market ascribes no value to the pipeline. Market is betting on MNTA going into a death spiral with high burn rate and continual dilution. This is not going to happen now unless Sandoz decides to launch at risk. Like I said in my previous post, TEVA MYL and Sandoz are experts when it comes to maximizing profit and maintaining price control. I am very certain the market will be equally shared by the 3 companies without raising a price war. ~1B of daily injectable currently with 70% discount still a 700 B market shared by 3 companies. The royalty is certainly enough to further develop MNTA's novel drugs that seem extremely promising. I agree with Jbog without any clarity from FDA regarding biosimilar pathway, its hard to ascribe values on the biosimilar program.