Hard to say. Maybe the companies has a tacit understanding that the original Lovenox agreement was patently unfair to MNTA and that it would be formally amended upon approval and launch of Glatopa.
I think it's more important. I felt that Momenta's cost to support Enox far exceeded the $4 mil it was receiving on a quarterly basis and now it'll bump that amount into the $12 to $16 mil range on a quarterly basis.
One other thing I find a little odd is that Sandoz didn't make MNTA ante up to even up on the Ampha Bond, even though they are going 50/50 on income now starting back on April 1. (Means we'll see full impact of 2Q enox sales in next Q report.)
As I recall MNTA put up $35M of the $100M bond with Sandoz putting up the rest.