Replies to post #12284 on Momenta Pharmaceuticals, Inc. (MNTA)

[DewDiligence]

Other than the termination of the M511 program, the most consequential info from the CC was the cash-usage projections for the rest of 2014 and the announcement of an “R&D Day” webcast in the fall, at which time additional disclosures will be made concerning the FoB pipeline. (MNTA presumably hopes the R&D Day event can be scheduled after obtaining FDA approval for Copaxone, but it will be held sometime in the fall regardless.)

I’ll post in detail about MNTA’s cash balance and 2014 cash-usage projection soon.

[DewDiligence]

This board has speculated on the two baxter molecules [M923 and M834] being humira and orencia... is this not known to the investment community?

I think it’s more accurate to say that Humira and Orencia are my own guesses for the identities of these compounds; not sure who else on this board or on Wall Street agrees with these guesses.