Replies to post #107669 on Biotech Values

[jbog]

Evidently I must be having a senior moment with the english language but I took it that from your following statement that Momenta would have a $60 mil to $70 mil liability:

Thus, the $50-70M range cited by NVS in the latest Court pleadings is indeed the amount for which MNTA will eventually have to reimburse NVS from MNTA’s Lovenox cash flow.

[Mpower]

Dew, pure obfuscation of the facts.

Jbog, why deflect to a comment about Dew and "20% COGS"? facts speak for themselves.... MNTA paid back all development expenses, had they not paid development expenses this quarter they would have generated $1.46 in earning per share.

Annualized = $5.85 bucks per share. (The high analyst estimate for 2011 EPS is $3.75 and the average EPS for 2011 is $1.39). The COGS are irrelevant at this point, we have a rough idea of the EPS for 2011 and the only material question (wrt to the PPS), is whether TEVA will obtain approval within the next year or two.