Biotech Values

[DewDiligence]

…Teva's process patent for Copaxone shouldn't be any safer than Momenta's for enoxaparin. I would expect that, if approved, Momenta and other players with the ability to launch upon the expiration of the last 2014 CoM patent would do so.

Agreed.

I am not as positive as you are that the FDA will be more tight-fisted about the information they reveal when approving.

Please see my reply to pollyvonvog in #msg-84460897.

What a mess. Holding my much reduced position if for no other reason than Momenta is simply due for good news by law of averages, a terrific investment thesis as you all know.

I would re-characterize your statement by observing that MNTA’s current enterprise value ascribes approximately nil to anything but cash on hand and a conservatively-calculated NPV of the Lovenox royalty stream. Regards, Dew