Replies to post #9808 on Momenta Pharmaceuticals, Inc. (MNTA)

[linhdtu]

I have to agree with you that the damage done to mnta by ampha entrance and the judicial set back has been very heavy.

I do believe that given the fulness of time mnta will win their case against ampha. However like you say, the monetary damage mnta can recover from ampha/wpi may indeed be a pittance compared to the 3 or 4 golden quarters they enjoyed before the roof caved in, had that golden episode been allowed to continue.

[iwfal]

And then, to my original question last year, how could they possibly dream of a 20% royalty from WPI/Ampha if the entire profit margin enjoyed by WPI/Ampha is 10% or less?

I agree that your being right on the cost erosion that occurred with even just 2 independent generics makes you correct on the royalty discussion for Lovenox as well. But at this point if the en banc reverses the previous ruling then A* (and WPI if the A* can't pay?) will just owe that much more money as penalty. NPV is NPV - whether it is discounted future royalties or cash now. Not sure anyone should care whether it is $1B now (WAG) and 20% royalty on 1/4 of the market in 3 years or $1.3B now and 2% royalty on 1/4 of market in 4.5 years

[alertmeipp]

what I don't get is how u would talk about ur guess as fact.

besides the money MNTA can get Amp, if they won this en-banc, mCop will be better protected.