Momenta Pharmaceuticals, Inc. (MNTA)

[jmkobers]

Not sure but it sounds to me like what you are saying is that if not for tax implications you would be 100% out of MNTA. Even if not, you clearly don't see it as good of an investment as you did previously.

Which seems strange to me insofar as one could make the argument that this could be one of the best and least risky times to be 100% invested in MNTA, considering

1) the news flow opportunities (court case & pipeline related)

2) the recent offering @19 (which would seem to imply some large holders see much higher prices in the future)

3) the substantial and perhaps prolonged cash infusion from mCopax (assuming the post approval response from the FDA is as telling as it appeared to be)