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Nope. 10nisman's numbers look pretty good to me.
Any thoughts on Gilenya sales?
Well you beat me! I had $278m for the Q! :)
Over a $1b run rate. Looks like CW wasn't lying a month ago! :)
Nice quarter
I got my popcorn in the microwave! :)
7 more days until the one year mark. I wonder if MNTA will make it! :)
Anyone have any idea on if the milestone for a year of sole generic will be significant?
The whole "T-enox is coming" with these analysts is really quite comical which is why I love DD's m-enox as sole generic count! :)
I'll go with $1.22 as my final number! :)
I have MNTA's take at 80-85m or $1.15-$1.30 range.
On a recent conference or the shareholder meeting (I forget which) CW stated m-enox's run rate was over $1b so I'm using that to assume Craig knew april and may numbers which were reflected that statement. I agree with you about destocking. Also, with the great script numbers (that you provde; thanks!) and I think $250+ is in the bag! :)
Anyone want to throw out m-enox sales estimates for giggles?
I'm going with $278m
Indeed. But I still think we'll see $250m+ m-enox sales for Q2 regardless.
I think CW even mentioned not to long ago the run rate was over $1b.
I agree with RockRat and it's fine with me. There really is no rush and MNTA has a pretty sweet luxury in that they can be patient
While I don't disagree with you of course, I find it interesting that TEVA itself said the article was nothing more than a "silly rumor" rather than a mistranslation.
I agree 100% and TEVA even referred to the article as a "silly rumor."
It seems the "postponed" story was simply a rumor and probably not created by TEVA (but who knows) as I've confirmed that TEVA called the article a "silly rumor."
I think Wheeler wants to stay away from making statements like the ones he did for M-enox so he is taking the cautious approach.
Pretty wild stuff even from the likes of TEVA!
I agree perhaps MNTA should release a PR.
Flyonthewall says that is the case
crazy trading going on...
Flo or anyone else, just for my own curiousity, was this a new position or did old Nic here replace someone?
University of Bologna (Italy) - Doctorate Veterinary Medicine
TEVA updated the status of T-enox by once again saying they will not update the status of T-enox :)
Haha. Yes, DD you sure did.
It's just a bit baffling to me because the comment made (and again, the analyst in question is EXTREMELY pro TEVA) essentially insinuates that EVERYONE knows t-enox won't get approved, but clearly that isn't the case as the PPS does not exhibit that.
But in reality, T-enox was the greatest thing to ever happen to MNTA. I massively increased my position in the $13/14 range :)
Have a great weekend! Next week should be fun.
FWIW a pro TEVA sell side analyst told me today that they do not expect T-enox approval ever. They won't comment on it publicly, however.
New survey per rwwine regarding MNTA buyout.
Take the survey here
Jbog,
The vast majority of the insider sales have been automatic sales per their incentive plan which sells off to pay for taxes. Yes there have been some direct sales (mainly by a director who has to be in his 80s), but that is the exception not the norm. I don't understand why you insist on continuously harping on this point.
MNTA earnings will be released May 5th with a call at 10am. Confirmed it with IR.
Or they promoted the previous Head.....
Put me down for $253m :)
It actually launched the day it got approved.
You still have one more day before you're off the hook DD! :)
I have this Q around $1.00 give or take 10 cents FWIW. There was significant channel stuffing from first q of sales that impacted last quarter's numbers. It looks like Sandoz/MNTA have captured 45-50% of the market now up from 40%.
Congrats to Momenta on another quarter of sole generic and look forward to many more in the future! :)
Both DD and Zipjet addressed this on the bio board
#61529230
Let's keep things on topic folks... We're starting to stray! TIA
Jbog,
I still don't understand why you own this stock.
Okay Jbog, I'll bite. What is this 33% number?