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Re: io_io post# 8951

Thursday, 05/03/2012 8:22:20 PM

Thursday, May 03, 2012 8:22:20 PM

Post# of 20689

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?



While I am happy to revisit predictions because nothing provides better learnning, the 1Q12 data you quoted ($22M revenues) do NOT contradict my GM data that you also quote - since those GM and revenue predictions by me are in a thread about Momenta's revenues in a system with only Sandoz, Sanofi and AG. I.e. Those are predictions for a system when Momenta was still getting profit share, not royalty.