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Re: iwfal post# 7145

Thursday, 05/03/2012 8:09:55 PM

Thursday, May 03, 2012 8:09:55 PM

Post# of 20689
My WAG is that mL keeps greater than 40% market share. Say $800M or better
PS and FWIW my calcs are:
mL keeps $1B sales, GM=68%, Momenta Revenues=$269M, Momenta Earnings=$110M
mL keeps $800M sales, GM=64%, Momenta Revenues=$195M, Momenta Earnings=$62M
mL keeps $600M sales, GM=60%, Momenta Revenues=$128M, Momenta Earnings=$18M


Well, given that MNTA's quarter revenue of just $22m including a month of profit-share mode, and that Ampha has yet only a "neglegible" (source = BV board) market share, is it time to concede that your Sales and Gross Margin number projections were way off base?