Replies to post #13714 on Momenta Pharmaceuticals, Inc. (MNTA)

[DewDiligence]

The [FoB] sales projections on page 6 of the [BLXT] presentation show very low sales in 2020 for biosimilars - maybe $200M covering both biosimilars. Not very high and pretty disappointing for MNTA if accurate.

True; BXLT is evidently expecting a slow ramp-up given that they forecast product launches in 2018.

Between BXLT’s two FoB products (Humira and Enbrel), Humira will probably represent the large majority of the 2020 sales insofar as Enbrel is patent-protected in the US until 2028 and BXLT doesn’t have Enbrel FoB rights in Japan.