Replies to post #9258 on Momenta Pharmaceuticals, Inc. (MNTA)

[io_io]

To help answer that, let's examine some of the valuation points a bit more closely:

1) The Copaxone program,

By the time mCop is approved - possibly behind Mylan - there will be others - including a Teva AG, in addition to the Teva brand. Also without Teva promoting Cop, I expect the market share - already in decline - to implode rapidly due to the abundance of better MS drugs.

4) The Lovenox franchise—including potential damage awards and royalties from Amphastar/WPI for infringing MNTA’s patents;

My prediction is for:
a) Without settlement, further long delays in the trial date, and
b) In a settlement, that MNTA can hope for no more than 2% of aLov revenues.