Biotech Values

[ghmm]

MNTA:

I have two things that I would be interested in the boards opinion. Hopefully zip still reads since I know he loves duopoly theory .

1) Thanks to Rocky for posting the script numbers! With the continued rise I suspect Momenta is well above the 40% revenue split and probably much nearer to 50%. Listening to past calls they have been very deliberate in stating that they are capacity constrained. Obviously they are trying to signal SNY. But as the numbers keep going up at what percent (of total US revenue) would one theorize it makes sense for SNY to come out with an AG.

2) I was recently listening to the 2/16/ Leeink Swann presentation where Jim Roach did part of the presentation.
http://www.wsw.com/webcast/leerink20/mnta/
At the very beginning the moderator asks about what he is involved with. He not only mentioned M118 and looking for a partner but said he appreciated the presentation of another company (Regota (sp?)) and about playing in the same space and working with a lot of the same people to finalize our own study design. Might Momenta being pursing a 2B alone? Or could just be an innocent enough comment about how they would proceed with a partner?