Replies to post #9265 on Momenta Pharmaceuticals, Inc. (MNTA)

[io_io]

Except for 4b, which is open for debate

In the Read-Me-First here:
http://investorshub.advfn.com/boards/read_msg.aspx?message_id=70270433
http://investorshub.advfn.com/boards/read_msg.aspx?message_id=67891472
- DewD uses the example of TRCA and INSM as a guide for a royalty guesstimate. The big flaw is that TRCA and INSM had branded and not generic drugs.

In the case of generics - well as I showed Clark, mLov gross margins are already in the high 30s at best. They will continue to plunge for all parties, arriving at about the typical high teens point. A patent settlement - this is just a process patent, and nothing like an 'orange book' patent - might be worth 4% royalties, split in whatever way NVS is generous to MNTA. On this basis my calculations are that MNTA can hope for no more than 2% of aLov revenues.