Momenta Pharmaceuticals, Inc. (MNTA)

[indigokid]

MNTA Earnings CC - Just re-read the SA transcript and re-listened to the CC from 11/4. Seems like the SA transcription always misses something.

This time I was struck by the nature and quality of the analyst questions. Based on the questions they ask it seems clear they don't understand how the Sandoz/NVS collaborations work.

The GS analyst for example is asking about channel stocking and inventory level. Same with the Stifel analyst asking about manufacturing, stocking, and drawdown.

Had they been around for Enox they would know all sales and manufacturing is handled by Sandoz and all info regarding that is only released by Novartis quarterly.

Has anyone else here noticed that it seems like the analysts don't really understand MNTA?