Replies to post #2410 on Momenta Pharmaceuticals, Inc. (MNTA)

[investorgold2002]

" Generating significant free cash flow as MNTA is currently doing is very meaningful to every shareholder as it provides a non-dilutive way for MNTA to fuel its future growth while also reducing downside risk "


you are absolutely right. I wish they give us some visibility of what they have in the FOB. Other than the legal and some regulatory follow on work on Copaxone, I don't know what they are spending money on

They keep mentioning they have platform for FOB and that is their next focus...but absolutely zero visibility of how they are going to spend money on FOB and how many FOB candidates they have, how far advanced they are . Only when you know about this, can u speculate about growth. Otherwise it is just building bank balance. No growth

[jbog]

10nis,

Amgen spent the late 90's and early 2000's priced > $80 ( peaked in the $120 area). During that timeframe it's sales hovered around $2B and it was lucky to ever make $1.00 per share.

For the last couple of years, Amgen's sales exceed $15 Billion, earnings are in the $5 range and it has in excess of $20 Billion in current assets. Yet the stock can't hold the mid $50's.

Why the difference? Simply, it's current captain hasn't defined it's future.

End of story.

[HattieTheWitch]

Am I wrong in thinking that if a company has $10 cash per share (which MNTA does not have at the moment), a potential buyer could offer $20 per share and end up paying only $10 for technology, etc.?

It seems the longer MNTA goes on generating "free" money, it becomes more and more attractive to potential acquirers. Am I wrong in my thinking?