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DewDiligence

04/21/11 11:52 PM

#2738 RE: dav1234 #2737

…a win/win…an agreement where a tacit t-enox delay in fda response and agreement not to launch mcopax for a year if approved in 2011/2012etc.., [without] t-enox overhang MNTA doubles overnight…

I think you’re confusing what’s a win for MNTA with what’s a win for you—they are not the same thing. MNTA has no need to go to the capital markets, and hence it has no reason to pursue a deal that boosts the current share price but cedes some long-term profits.
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DFRAI

04/22/11 6:07 AM

#2741 RE: dav1234 #2737

With this line of thinking,

Momenta might as well close their doors. It will be percieved as a weakness by the street in the long run.