Replies to post #111160 on Biotech Values

[jbog]

Tinker,

Aren't you forgetting to subtract Momenta's $60 million dollars/yr expenses from the Lovenox cash flow?

[dewophile]

$40 million to MNTA seems to be the most probable result

agreed - which is why the 20 cents a share mlovenox generates in royalties in the multiple generic scenario is way off imo

jbog - i think the language talks about amount the asset brings in not EPS - clearly mnta operates at a loss w multiple generics

frankly once i saw the bullish wording regarding no tlovenox and copaxone and the numbers started to make no sense i didn't read the piece closely
i mean jsut look at the starting point of 1.8 B - garbage in, garbage out