upgrades and initiations of coverage big funds now empowered to put in their portfolios...(proven technologies and actual profits) FOB partners long shot amphastar verdict buyout
and as you said...none of the above or slow realization of above
I'm thinking we can ride this out into the low $30's and then take some chips off the table.
I would think that any FOB partnership would be a step back for Momenta right now. Momenta has plenty of cash and future income that it doesn't need the few pennies a partner would give them.
If Momenta wants to really break out in the big league its best route would be to guide a FOB right through the FDA with the 'inter-changeable' label and then sell that drug to the highest bidder.
I can't see where they wouldn't be capable of doing this alone. What would the value of a interchangble Bio be? Billions.
How much more upside can their [sic] really be in the near future?
I've seen nothing to detract from the uniqueness of their characterization technology, as Momenta have continued to announce possible new drugs even as they continue to decipher the structures of existing ones.
As for the much maligned ATM, etc., hindsight is 20-20, and I doubt anyone had a basis to view yesterday's decision as a lock. So I'm neither going to sell much of my holdings, nor gleefully call for Mr. Shea to resign.
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