Momenta Pharmaceuticals, Inc. (MNTA)

[10nisman]

All and all I think Momenta will end up OK, but where we differ is that I think management has to execute it perfectly if we hope Momenta will become a powerhouse one day. So far, I think the complete management team from day one hasn't hit it out of the ballpark.

I'm not invested in Momenta because I think it'll turn into a powerhouse. I bought it when it was dirty cheap ($5-6's) and now with mL approval (tL falling to the waste side) it has a cash flow stream that should provide great support to the share price and help drive long-term value. FDA Approval of mC will be significant in moving Momenta to the mid-cap world ($2-4 billion) and anything more than that is gravy, IMHO.