Replies to post #16579 on Momenta Pharmaceuticals, Inc. (MNTA)

[indigokid]

For MNTA I don't put much credence in whisper numbers. In Q1 MNTA brought in an unexpected $100M. $50 from Shire as one time so might get recognized in Q1 or spread out over next 3 to cover the year termination. We'll see on cc how they decide to allocate. Also, $50M from CSL which could have similar allocation issues based on partnership terms.

Either way existing NOL's should shield from taxes taking a bite. Thus depending on allocation there could be a huge swing in quarterly eps from any estimates.