Replies to post #5866 on Momenta Pharmaceuticals, Inc. (MNTA)

[DewDiligence]

MNTA will never make up the difference lost each quarter with a xx royalty payment.

It wouldn’t fully compensate for the loss of generic exclusivity, but it would make MNTA solidly cash-flow positive, which could change investor psychology in a material way.

In the follow-up survey, I voted for the negotiated royalty (FWIW).

[10nisman]

If they try and work out a royalty agreement they admit they infringed on the IP. MNTA will never make up the difference lost each quarter with a xx royalty payment.

The royalty agreement merely is an agreement to pay a royalty to license MNTA's patents - it does not admit any infringement. MNTA will never make up the difference lost with the change in payment terms however gaining a xx% royalty payment beats a stick in the eye and it would likely lead to any future generic Lovenox approval winners to have to do the same. A license royalty agreement would also support the value of MNTA's IP/technology.