Momenta Pharmaceuticals, Inc. (MNTA)

[Boing x 2]

inthegrass,

Indeed great news for Momenta.

I was thinking this am. that almost every bit of bad news is baked into this stock price. I then checked to see what happened on institutional holdings after the Feb. debacle.
Much to my amazement, there were very few sellers at the end of March. For the most part the big boys held on.

CW said they were working full speed ahead on another line and that the problems at the current line had been being worked on for a year when the warning letter was received.

Top quality companies talking to us about Humira. Hopefully partnership by end of year.

It sounds like Express Scripts is chomping at the bit for us to get FDA approval on the 40mg Copaxone. CW doesn’t think it is going to take as much time to get ahead when the 40mg gets approved.

It sounds like we might go with the 50 % with CSL. It sounds like CSL has another potential drug as a result of the initial plans.Will have to make the decision in the next two months.

CW said there was another 200 Million not priced into the market on the CSL deal as I heard it.

IMHO no one is pricing anything in the market for Amphastar potential or HSIVIG potential.

What could blow the lid off this stock is if we get a sooner then expected FDA approval on Copaxone.

Boing X 2