Momenta Pharmaceuticals, Inc. (MNTA)

[mouton29]

<<Now, between you and me, if Sandoz/Momenta doesn't feel that adding a trival amount of money to expand production is worth it, there is no question that they think Enox-o-what is not only possible, but inevitable.

Adding new production would cost a measly sum ($50ish mil, max) but it would take years to complete and get approved. I'm guessing it's the 'time' that is holding them back.>>

But the objective is to maximize profit, not revenue. You are assuming that if Sandoz/Momenta increases capacity significantly above 50%, that Sanofi does nothing in response, no price war,. no authorized generic, they just sit there and watch their market share and profit go down. Sort of like Johnny Tyler in Tombstone (Wyatt Earp: You gonna do somethin'? Or are you just gonna stand there and bleed?)