Replies to post #15796 on Momenta Pharmaceuticals, Inc. (MNTA)

[DewDiligence]

Note—RBC was one of the bookrunners for TEVA’s recent $15M bond offering (to fund the acquisition of AGN’s generic-drug business):

http://www.businesswire.com/news/home/20160718006397/en/Teva-Announces-Pricing-15-Billion-Senior-Notes

Barclays, BofA Merrill Lynch, BNP PARIBAS, Credit Suisse, HSBC, Mizuho Securities, Citigroup, Morgan Stanley, RBC Capital Markets and SMBC Nikko are acting as the joint book-running managers for the offering.

[imnot6]

Low-calorie information, IMO

If, if if. It'd be nice if there was some reasoning put forth as to why the analyst thinks the odds are trending one way or the other - other than referencing a conversation with the obviously biased IP counsel of one party. Even a jbog-like reference to a poor legal track record on MNTA's part would be some form of logic.

[indigokid]

Is this guy channeling Bill Marth? As Dew points out as a member of the bookrunner team their job is to provide positive research to sell the bonds and create after market support.

IMO the key info in being able to evaluate prospects for a 40mg launch date is the USPTO IPR decision on key Orange Book patents expected anytime in the next few weeks.