Replies to post #9266 on Momenta Pharmaceuticals, Inc. (MNTA)

[iwfal]

In the case of generics - well as I showed Clark, mLov gross margins are already in the high 30s at best.

This is a reference to #msg-75244696 - but I disagree, primarily because there are other methods of calculation which give much higher numbers for the Lovenox market as a whole. Until the discrepancy is credibly explained I would assume truth lies in the middle. (E.g. one possible explanation is that there were very few shipments in early Jan - which is compatible with known slowdown of use in December.)

That said, I see no point in arguing this with you since neither of us will gain any insight.