Momenta Pharmaceuticals, Inc. (MNTA)

[pollyvonwog]

On the webcast today, Rick Shea clarified the enox economics a bit (even more than yest). He says the market is now "roughly $1b a year range" and that Sandoz has 30% of the market. Sandoz was hit twice in q3 with lowering in-stock prices as well as redoing the deal so he expect the rate to go back to that $1b annualized rate with next Q so would expect sandoz to be in the 60-75m range for Q4.