Replies to post #133642 on Biotech Values

[DewDiligence]

Given the much lower % sales dollars flowing to Momenta (than for Copaxone) apparently big pharma and Momenta either:
1) Disagree with your assertion above
OR
2) Don't think Momenta will be sole substitutible
OR
3) Don't think Momenta will get fully substitutible at all and will thus be just one of the multitudes of non-subs biosimilars.

What does the Copaxone deal have to do with any of this? Copaxone is sui generis.

[mcbio]

Given the much lower % sales dollars flowing to Momenta (than for Copaxone) apparently big pharma and Momenta either:

Even if terms of the deal result in a lower % sales dollar flowing to MNTA than for mC, don't you think these terms still may result in a large dollar amount flowing to MNTA on any one of these partnered FoBs? While I was hoping for better terms myself, the terms still allow the potential for a very meaningful dollar amount to flow to MNTA on any of these FoBs IMHO.