Momenta Pharmaceuticals, Inc. (MNTA)

[MadCityCyclone]

As always, the lawyers prepped CW well. He was on script.

That said, my take is that there isn't a clawback/pay off problem with Mylan.

There was some implication that due to the regulatory/business climate, some foreign investors weren't allowed to or didn't want to play in the "restructuring". Also, that future deals would not be for multiple drugs (due to the overlapping products problems encountered when trying to dump the biosimilar arm all together) .

Of course, I may have misinterpreted everything.

It's a short call.