Momenta Pharmaceuticals, Inc. (MNTA)

[jbog]

Let me understand where this is going.

1) Novartis submits a plan to sell all its holdings in Momenta 3 weeks prior to a 'at risk' launch. I assume they are doing this because their vault is so full they can't shut the door now.

2) It will only take 4 months or less to get through the court system and get a reply. Teva lives in the courts and sometimes their lunch breaks last longer than 4 months. Of course Momenta has a legal team with a perfect record : Zip for ever.

3) Momenta over the last 10 years has rewarded its stockholders with a -22% return. Not bad considering the Naz only went up a meager 155% over the same time period. (We won't even consider the IBB is up 350%)

4) Lastly, we're going to make assumptions about at-risk or not without even knowing who our competition will be. Will we go at risk with 1 or 2 other entrants? Mylan feels they might get 180 day exclusivity? Will they?