Momenta Pharmaceuticals, Inc. (MNTA)

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pollyvonwog,

I agree.

That doesn't mean MNTA doesn't have the ability to give there input as a working team as to their thoughts. Sandoz likely has the final say.

I think production ramp up is the main reason that the price remains high right now. They want to keep ahead of growth without over expanding too fast. It takes time to brew a batch of the drug and they are already cranking out 30K injections a week and growing.

We don't know what their initial production capacity is while they are ramping up the production. I think I remember on a CC that it was mentioned there was a limit early on for production.

Questions that would help are, how many injections does one batch produce? What is their production capacity for one week at the current time? Are they working more than one shift right now? Three shifts? What is the expansion time frame? How many batches of Glatopa can they brew at one time?
How much down time on the production line in one year? 30K vials is a bunch each week in a sterile environment and growing.

If they would say we can produce x amount of injections is a week without further expansion it would be a help. Not sure they will say that though.

Not long and we might get some feedback on the 18th with the Morgan Stanley conference.

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