Replies to post #9816 on Momenta Pharmaceuticals, Inc. (MNTA)

[DewDiligence]

You forgot about milestone payments from BAX.

[jbog]

The math that definitely needs to be worked on is the future expectations when or if Copaxone is approved. Clearly, the previous estimates are a joke.

[DewDiligence]

I would expect at least $50m m-enox sales per quarter.

That’s reasonable, IMO, and is consistent with what NVS said on its 3Q12 CC about a true-up adjustment (which was also noted by ‘olsen’ in #msg-80902700).