News Focus
News Focus
icon url

DewDiligence

08/05/15 11:02 AM

#194083 RE: Double_Bagel #194049

MNTA—The closeness of my $19M estimate for MNTA’s 2Q15 Glatopa revenue was due to blind luck. I thought the initial gross margin would be low, but I hadn’t accounted for the $9M MNTA reimbursed NVS for pre-launch commercial expenses.