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Re: DewDiligence post# 17983

Sunday, 12/03/2017 7:18:11 PM

Sunday, December 03, 2017 7:18:11 PM

Post# of 20689
An unlikely ray of hope? This is from the Nov 27th letter: "We will continue to manufacture and deliver select presentations throughout the upgrade work taking place but do anticipate backorders and product shortages. " It is now a week later and much later than the Stefel conference. One would think Momenta had an obligation to inform earlier and if they didn't perhaps the notation about "select presentation" includes copax 40. I know that is a pretty optimistic view insight of just how poorly things have gone. I can imaging Pfizer isn't on the hood for some measure of compensation for failure to deliver. It will be interesting to see what kind of damage control Craig comes up with. I suspect it will be an acceleration of Ivg programs as mentioned by others on this board. Regards, bp