I'm estimating conservatively that $20-25 million was overstocking and Momenta will have between $65-70 million in Q2 mL profit share and EPS of $0.85-1.00/share.
Thank you for sharing your estimates. Did you include in your Q2 projections the R&D adjustment that Rick Shea mentioned during the CC that would impact income/revenue for Q2-2011? My thinking is along the lines of $2-3 Million.