Replies to post #16702 on Momenta Pharmaceuticals, Inc. (MNTA)

[indigokid]

I agree that the "big" money is in being the first interchangeable Humira and that potential is as dew says "colossal".

But wondering why your best case glatopa scenario isn't better? I'd say the glatopa opportunity ranges from good to potentially amazing. Amazing would be along the lines of a best case scenario below.

Here's a quick "best case".....sole interchangeable generic for multiple years, current copaxone market in US $4.4 billion, moderate discount, 50/50 split of market, cogs of <20%, 50/50 JV split, approx $200m of total unreimbursed corp expenses, no further dilution from roughly 80m shares, at least market earnings multiple.

Ok so that's "best case" in my scenario. I'm not saying all or any of this will happen, but if it plays out anywhere near it will be a "healthy" return.

Tell me what number you come out with....mine is quite a bit more than your billion value attributable to glatopa.