Replies to post #8565 on Momenta Pharmaceuticals, Inc. (MNTA)

[jbog]

I see there's another 10% off sale going on today. At these prices even I might get interested.

If management resigned, I'd get real interested.

Where's 10nis, I'd love to hear his sucker speech's again.

[DewDiligence]

MNTA will have >$400M of cash at the end of 1Q12, according to today’s CC. This amount includes the $33M up-front to be received from BAX when the FoB deal formally closes; it excludes the $17.5M of restricted cash MNTA is holding pursuant to the Court-ordered bond for the Lovenox patent-infringement lawsuit.

[DewDiligence]

Transcript of MNTA’s 4Q11 CC:

http://seekingalpha.com/article/355821-momenta-pharmaceuticals-ceo-discusses-q4-2011-results-earnings-call-transcript

[DewDiligence]

MNTA’s future Lovenox royalty rate will average about 10% of sales on a net basis (i.e. after payment to MIT): #msg-71975717.

[DewDiligence]

Lovenox nugget from Bernstein report dated 3/16/12:

#msg-73668882