Replies to post #4686 on Momenta Pharmaceuticals, Inc. (MNTA)

[investorgold2002]

if 3rd entrant comes - 10nis estimates?

This is just very high level

lovenox royalty rate 11-12% on sales in case of 3rd entrant

sales most likely to split b/w 3 after a while. So from 50% it goes to 33%

pricing may have impact - assume -15%(out of the blue number)

so sandoz US lovenox sales could be 33% of 2.2 billion (285m*4*2) = 0.72 billion

11.5% of .72 billion = 83m

I guess with it's current run rate of 90m/year (i think they had 44m/year), they will still go into loss mode. This expense contains lot of Copaxone which may last another year..But I assume the same expense would be incurred in FOB, once copaxone is done.

I don't see big amortization amounts on R&D side. So even from cash perspective the company would be running cash deficit comparable to loss of 7m