Replies to post #13944 on Momenta Pharmaceuticals, Inc. (MNTA)

[DewDiligence]

Biosimilar partnership will not happen by the end of the year.

Please elaborate.

[vinmantoo]

{{I have to disagree.}}

Disagree all you like.

{{mEnox case likely will be sent down to the lower court for more factual findings, but I doubt that will affect the stock price much as it will take many years before collecting the damage.}}

If you say so counselor. Was this based on your intense study of the case?


{{Money from glatopa 20mg is already baked in to the current valuation. 40mg ANDA accepted but the drug will not be launched in the near future.}}

The money from Glatopa hasn't started coming in, and the sales estimates are likely conservative. You have no idea how long the 40mg ANDA will take.


{{Necuparanib data wont' be available until early 2017.}}

No, it was posted as late 2016 to the first half of 2017.


{{Biosimilar partnership will not happen by the end of the year.}}


You have no idea when a partnership could happen.


{{IVIG and FcRn program not going to get meaningful data till 2017. Its good for a long term hold for 3-5 years, but short term 3-5 months I don't see any imminent upside.}}

With the Glatopa cash about to start rolling in, the possibility of partnerships, the possibility of the safe harbor ruling on Enox going in MNTA's favor, I think your are the one taking a risk by hoping the stock drops so you can get back in.